CPA Service Specialist
1 week ago
We are seeking a highly skilled CPA Service Specialist to join our team at Oren Gulasa CPA Services Corp.
Job Summary: As a CPA Service Specialist, you will be responsible for preparing individual and business tax returns using CCH Axcess Tax Software. You will also provide exceptional customer service, respond to client inquiries, and build strong relationships with clients.
Key Responsibilities:
- Prepare individual and business tax returns using CCH Axcess Tax Software.
- Provide exceptional customer service, respond to client inquiries, and build strong relationships with clients.
- Informing clients or employers on the tax preparation process.
- Collecting relevant financial records, per tax folder using Client Portal.
- Inputting data from financial records into tax return software or databases.
- Using applicable federal, state, and local tax law to prepare the returns.
- Completing and filing tax documents with appropriate agencies, including the IRS, state, and local government entities.
Requirements:
- High school diploma required.
- Fluent English, oral and written skills. Additional language is an advantage.
- A minimum of 2 years of experience in a similar role.
- Good knowledge of Microsoft Office Suite and QuickBooks online.
- Knowledge of CCH Axcess program preferred.
- Outstanding communication and coaching skills.
Estimated Salary: $55,000 - $75,000 per year.
Company Description: Oren Gulasa CPA Services Corp is a local accounting firm with a digital-first mindset. We offer technology-driven accounting services for small and medium businesses.
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