Operations Associate Specialist
7 days ago
About Us
Hutchinson & Walter, CPAs is a reputable CPA firm based in Bellevue, WA. Founded in 1977, we have established deep roots in the local community and actively engage with our industry's professional networks.
We are a diverse group of collaborative professionals with a growth mindset who enjoy working together. If you excel at solving complex problems, delivering exceptional client service, and investing in your career development, we want to hear from you.
About The Position
We are seeking a Front Office Operations Coordinator to join our Operations team. This is a full-time hourly position, with seasonal overtime and weekends required. The regular work hours are 9:00 AM to 5:00 PM, Monday to Friday. We are located onsite in Bellevue, WA.
Primary Responsibilities:
- Provide prompt client services in person, by phone, and via email
- Account Receivable duties: invoicing, payment processing, daily deposits, and resolving billing inquiries
- Process incoming mail, prepare outgoing shipments, and ensure proper documentation of all correspondence and deliveries
- Handle internal work requests promptly, e.g., new client setup, project creation and routing, etc.
- Support internal project workflow by in-processing client data into CCH Axcess
- Process and deliver tax returns and other related deliverables
- Monitor due dates and coordinate with tax accountants to ensure timely filing
- Work collaboratively to provide overflow and backup support for other Ops team members
- Assist with special projects as assigned by the department leads
Required Knowledge, Skills, and Qualities:
- Ability to handle multi-line phones in a fast-paced environment
- Proficiency with Microsoft Office applications, including managing multiple inboxes and calendars
- High aptitude in learning new software applications
- Skilled in both written and verbal communications in a competent and concise manner
- Proven ability to manage competing priorities while maintaining composure
- Demonstration of an appropriate sense of urgency
- Having unrelenting attention to details and organization
- Possessing strong work ethics, with a bias for action and follow-through
- Commitment to maintain a high level of confidentiality and adherence to security policies
- Minimum two years of experience in a front office setting or in a customer-facing role
- Experience working at a professional services firm is a plus
We offer a competitive salary range of $25.00 to $32.00 per hour, depending on skillsets, experience, education, and training.
We are committed to creating a woman-owned and diverse work environment where our employees enjoy a wide range of benefits, including group health insurance, 401(k), paid time off, continuing education, and more.
No recruiters, please.
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