
Seasonal Tax Administrator
Role description
From the employerWork with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has
40 U.S. office locations, as well as international office locations and more
than 3,200 team members that speak 60+ languages across the globe. By bringing
together proven expertise, deep understanding, and strategic foresight for
fast-growing industries, Aprio ensures clients are prepared for wherever life or
business may take them. Discover a top-rated culture, vast growth opportunities
and your next big career move with Aprio.
Join Aprio's Tax Operations team and you will help clients maximize their
opportunities. Aprio is a progressive, fast-growing firm looking for a Seasonal
Office Support Administrator to join their dynamic team.
The Office Support Administrator will provide support to local offices,
optimizing efficiency, client experience and quality control. There will be
interaction with team members within your local team as well as others outside
of the local team at all levels.
This position provides high level administrative support for the Tax Team. We
are looking for an experienced individual who is efficient and comfortable being
a member of the team. This role will be vitally important to the success of
day-to-day operations and organization of the department. The ability to
multi-task, while maintaining complex schedules is essential in this position.
The ideal candidate is resourceful, an excellent problem solver and very
organized. Assuring completion of projects and assignments in a timely manner is
key to success in this position. Independent judgment is required to plan,
prioritize and organize the diversified workload.
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Position Responsibilities
- Submit engagement letter requests for new and updated client engagements
- Monitor engagement letter status and follow up as needed
- Assign client tasks within workflow systems following up as needed
- Monitor workflow queues and ensure work is routed to appropriate team members
- Pull and distribute workflow reports on a weekly and ad hoc basis
- Track tax season uploads and assign client work to appropriate staff members
- Support workflow capacity management and job tracking initiatives
- Assist clients with TaxCaddy, Suralink, and other document portal access
requests
- Monitor client document uploads and communicate status updates to engagement
teams
- Coordinate incoming documents scan and organization of client documents
- Email completed returns to clients when requested
- Send extension forms and other tax-related documents to clients
- Coordinate distribution and return of source documents
- Follow up with clients regarding source documents awaiting pickup
- Submit lost client tickets and maintain related records
- Assist with client maintenance requests and account updates
- Support client communication
Qualifications
- 5+ years Administrative Experience; experience in a Tax Practice is a plus
- Technology Savvy
- Great interpersonal skills
- Skilled at managing upwards
Skillset
- Ability to analyze and revise operating practices to improve efficiency
- Detail oriented and comfortable working in a fast-paced and time sensitive
office environment
- Proficiency in multi-tasking and prioritizing using strong problem-solving
skills and the ability to self-direct
- Aptitude for working with a diverse group of important external clients as
well as internal associates at all levels of the organization
- Exceptional written and verbal communication skills are necessary
- Superior organization skills and dedication to completing projects in a
timely manner
- Organizes and prioritizes large volumes of information and calls
- Acts as the ambassador of the department
- Ability to work independently and acts as project manager on special
projects
- Proofreads for spelling, grammar and formatting, making appropriate changes.
Responsible for accuracy and clarity of final copy
- Ability to learn quickly and become proficient with Aprio's Windows based
applications
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Why work for Aprio
- Whether you are just starting out, looking to advance into management or
- searching for your next leadership role, Aprio offers an opportunity to grow
- with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon
completion
- Discretionary incentive compensation based on firm, group and individual
performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you
- Working with an industry leader: Be part of a high-growth firm that is
passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every
day ensuring we always deliver an exceptional team-member and client
experience. We call it the Aprio Way. This shared mindset creates lasting
relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team
of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us
grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters
continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation,
industry-leading benefits and a flexible work environment to enjoy work/life
balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace.
All qualified applicants will receive consideration for employment without
regard to race; color; religion; national origin; sex; pregnancy; sexual
orientation; gender identity and/or expression; age; disability; genetic
information, citizenship status; military service obligations or any other
category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business
structure, with Aprio Advisory Group, LLC providing non-attest tax and
consulting services, and Aprio, LLP providing CPA firm services.