Administrative Coordinator
Ctbk
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Description
Chiampou Travis Besaw & Kershner (CTBK) is a locally owned and operated full-service accounting firm based in Amherst, NY. With over 150 talented professionals on our team, we provide businesses and high net worth individuals with assurance, accounting, tax, and business consulting services. Our clients come from a variety of industries, including manufacturing/distribution, construction, real estate, not-for-profit, healthcare, and professional services. At CTBK, we prioritize delivering professional services that exceed our clients' expectations while creating a positive and nurturing work environment for our employees. We are committed to helping our staff grow and develop successful and rewarding careers, providing challenging opportunities for personal and professional growth.
As a member of our Client Services Team, you would provide data and workflow support for our Tax Team. In addition, this position provides support throughout our tax operations services as needed. This position would be full-time, onsite, and does require regular overtime, especially from late January through mid-April, and late-August through early-October, including Saturdays during those periods.
Job responsibilities include but are not limited to:
Manage, review and organize client information for your tax team
Analyze information received and request missing/additional information in a timely manner
Manage trackers (tax document inventory and master lists of clients)
Facilitate new client setup and onboarding processes
Utilize various software to extract client information and keep workflows moving forward
Manage and maintain client billing information
Process 1099s and K-1s through internal system
Assemble and deliver returns to clients
Manage tax notices and POA tracking, routing, and administration
A successful candidate will possess the following:
Have a mindset of efficiency and problem-solving
Manage comprehensive and accurate records while maintaining confidentiality
Strong willingness to work with a team and collaborate to complete projects and tasks
Exceptional attention to detail and organizational skills, especially in managing workflow processes
Self-motivated and driven, with a proactive approach to anticipating issues and resolving them quickly
Energized by working on simultaneous projects in our fast-paced environment
Ability to work with and build meaningful relationships with multiple levels within the Firm
Eager to learn and be resourceful
Ability to timely and accurately meet deadlines
Qualifications:
Background in/understanding of the accounting services industry is preferred
Proficient in Microsoft Office applications (Word, Excel, PowerPoint),
Education and Experience:
GED or high school diploma Required
Prior administrative experience is preferred
Pay:
• $ 23 per hour For more information about our Firm, explore our website at CTBK.com.
CTBK is an…