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About the Role

The Operations Associate is an essential member of the Operations department. Under the supervision of different professionals, Operations Associates perform a variety of tasks, including billing, administrative support for Tax, Audit, and CAS, tax return processing, audit compilation proofing/processing, front desk support, management of inbound calls, and some client communication.

Responsibilities

• Create and update due date reports for departments and teams.
• Create, edit, or remove new tasks in Workflow software as requested by Firm leadership.
• Troubleshoot due date report errors and provide detailed information.
• Prepare lists of clients with outstanding information and follow up on tax organizers, e-filing signature consents, and time-sensitive materials.
• Prepare client lists and manage the distribution of tax organizers and annual arrangement letters.
• Attend Operations Department and related meetings, take notes, and report assigned tasks.
• Attend training to improve individual proficiencies and knowledge of firm technology updates.
• Support the Project Manager on major updates or rollouts of new or existing technology and processes.
• Research and stay current on firm-related software updates by completing mandatory training and practicing new skills.
• Manage electronic delivery, extending, and filing of deliverables year-round.
• Prepare CPE material and work with Staff to facilitate events and conduct polling as needed.
• Monitor and complete requests from the Admin staff inbox.
• Ready client data for workpapers supporting Tax, Audit, or CAS Staff, including the Autoflow process and sending emails for missing information.
• Respond to ad hoc document requests, including POAs, change of address forms, and engagement letters.
• Serve as a first point of contact for office guests, offering refreshments and ensuring meeting space readiness.
• Manage certified mail requests and ensure delivery to the Post Office.
• Perform other duties as assigned by the Operations Coordinator or Lead Partner.

Requirements

• Two to four years of experience in an Operations or Paraprofessional role, preferably in a public accounting environment.

Skills

• Heavy Excel experience
• Proficiency in BI platforms/data analytics
• Proficiency with Microsoft 365 environment
• Proficiency with keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers
• CompTIA A+
• CompTIA Network+
• CompTIA Security+
• Microsoft 365 Certified: Fundamentals
• BI Certifications
• Microsoft Office/365 Applications (Outlook, Word, Excel, Sharepoint, OneDrive, Teams)
• Experience with Quickbooks (preferred)
• Experience with CCHAxcess (preferred)
• Experience with IDEA (preferred)
• Experience with CCH Document (preferred)
• Experience with Adobe (preferred)
• Experience with Depreciation Solutions (preferred)
• Experience with Caseware (preferred)

Location

• Austin, Texas

Work Type

• On-site

Experience Level

• Two to four years of experience

Education Level

• Associate's degree (required)
• Bachelor's degree (preferred)

Salary/Compensations

• $30.00-$35.00 per hour

About the Company

• Atchley & Associates

Equal Opportunity

• Atchley & Associates is an Equal Opportunity Employer.