Qualifications

Master’s or Bachelor’s Degree in Accounting or
5+ years experience as an accounting paraprofessional or paralegal
Able to interact professionally with CPAs, attorneys and accounting regulators
Excellent reading comprehension and proficient in QuickBooks Online
Able to communicate clearly and concisely, both verbally and in writing
Knowledge of regulatory requirements associated with tax filings
Proactive and highly responsive to requests for documents and data from internal and external sources
Ability to maintain strict confidentiality
Collaborative with colleagues at all levels to deliver outstanding client service

Primary Responsibilities

Support our CPAs to meet the requirements of complex regulatory work
Communicate clearly, accurately and in a timely manner by telephone, email, and online portals with attorneys, regulatory representatives and our CPAs
Provide outstanding service to clients in response to requests for documentation and analysis
Manage the document request and collection process from initial client engagement to conclusion
Coordinate and monitor the scheduling of projects, deliverables and related details
Maintain appropriate policies and procedures to ensure proper compliance
Coordinate client billing and engagement to actual results and communicate to team members
Industry experience in Construction, Hospitality, Healthcare, High Net-Worth Individuals, Real Estate or Non-Profit a plus
Assist with any additional projects as needed