Job Title

Job descriptionAre you highly organized and excellent at follow-through? Are you someone who loves creating an outstanding client experience? Are you a growth-minded individual who wants to work for a company where you can grow your skills while pursuing incredible opportunities for advancement?If so, we at TRM CPA would love to chat with you about our new Tax Admin position!Tax Administrative Assistant Responsibilities:Input client info into our system and add new work items into workflow software.Make sure client inquiries will be responded to within 24 hours and facilitate communication between clients and account managers.Following up on open Accounts Receivable balancesAddress client tax office correspondence, including forwarding as required.Update internal forms and systems as needed.Occasionally process and file tax returns during busy, near-deadline timesAssist in answering incoming telephone calls and take messages or direct as requested.Create and print faxes, memos, letters, correspondence, reports and other documents where necessary.Additional administrative support to the team as needed..SkillsPositive and happy attitudeExcellent written and verbal communication skillsWillingness to learn, show initiative, and be a positive "team player."Display a basic knowledge and understanding of a professional office environment.Displays the following attributes: Excellent work ethic, dedication, initiative, proactive, attention to detail, organized.Confident enough to develop client relationships and build rapport with staff, business partners and clients.Requirements3+ years of client service experience in a CPA firm or professional environmentCPA Firm experience strongly preferred.Bachelor's DegreeIn office as needed. Working knowledge of Ignition ,Citrix, ShareFile, Karbon Workflow, Lacerte and Microsoft Office Suite (Word, Excel, etc.)Strong client service and communication skillsDetail-oriented and very organized.At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):· Integrity: We do what's right over what is easy.· Ownership: We take initiative and accept responsibility· Humility: We stay humble and open-minded to new ideas· Teamwork: We value people over numbers and believe we can go farther by working together· Positivity: We face challenges with optimism· Excellence: We go above and beyond in all we do· Growth: We push the limits of our abilities and strive to be better every day· Awesomeness: We create fun and a little weirdnessJob Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offProfessional development assistanceVision insuranceSchedule:8 hour shiftSupplemental pay types:Bonus opportunitiesAbility to commute/relocate:Palm Beach Gardens, FL 33410: Reliably commute or planning to relocate before starting work (Required)Work Location: Hybrid/Remote in Palm Beach Gardens, FL 33410