Tax Admin / Project Coordinator Job at abip CPAs & Advisors, Houston, TX

bE5ISTNWN0hXanBEUFdla2ROYzlFNkVMYlE9PQ==
  • abip CPAs & Advisors
  • Houston, TX

Job Description

This administrative position supports the tax department by tracking activities in Client Collaboration and runs reports to provide up-to-date snapshots of project progression throughout the tax processing life cycle. CCH software enables year-round collaboration with clients for secure data gathering and allows us to upload documents, track engagement status, review and deliver returns, obtain electronic signatures, and more. Firms and clients benefit from CCH Axcess Client Collaboration as it offers a more personalized collaboration hub and frictionless experience between firms and their clients. But the software is only as good as the operators that utilize it and put information into it.

Therefore, we need a tech savvy individual to be the primary manager of all things Client Collaboration. Prior tax admin experience or CCH experience is not required to excel in this role. The ideal candidate will be highly operational and able to use new technology with ease.

Responsibilities

  • Track activities and manage all things in Client Collaboration in CCH
  • Export data to excel and manipulate data for reporting purposes.
  • Create monthly, weekly, and daily reports to provide up-to-date snapshots of project progression throughout the tax processing life cycle
  • Track tax deadlines and ensure project updates are recorded across all relevant technology to avoid missing deadlines for filings and extensions
  • Provide regular updates to tax lead and tax managers to ensure projects are on track to meet deadlines
  • Assist with tax assembly
  • Perform other general office administrative duties as needed

Qualifications

  • Associate's degree
  • Prior tax admin experience or CCH experience is not required but would prove beneficial

Required Skills

  • Highly proficient in Excel with the ability to use VLOOKUP and pivot tables to manipulate and extrapolate data
  • Create streamlined reports for leadership and management
  • Operational skills and ease of using new technology

Job Tags

Work at office,

Similar Jobs

Savino Del Bene

Customs Entry Writer Job at Savino Del Bene

 ...to new environments and be a team player. ~ Must have good ethical standards. Offering: ~ Competitive Salary ~ Great medical, dental and vision plans ~401K with Company match ~ Vacation, PTO & Sick Time ~ Great Company culture, fun environment... 

Elsdon Group

Construction Project Manager Job at Elsdon Group

Project Manager High-Rise & Multifamily Construction Location: Miami, FL Salary: $110,000 $150,000 Company: General Contractor | High-Rise & Mid-Rise Specialists A well-established General Contractor based in Miami, Florida is seeking an experienced...

ABT, Inc.

Territory Sales Representative - No. Cal/No. NV Job at ABT, Inc.

 ...industry is seeking an individual for a Territory Sales Representative position. 50-60% travel requirement from your home based office covering the Northern California and...  ...will be energetic, highly motivated, and able to work independently, with 1-2 years of outside business... 

Blue Chip Casino Hotel Spa

Dual Master Bank Cashier S/U Supervisor Job at Blue Chip Casino Hotel Spa

 ...cage cashier function/duties. Must take a written level 1 test and pass. Learn and complete all phases of paperwork for main bank. Balance and fill the NRT kiosks. Monitor cash intake in Soft Count areas, including counting of all monies and verification of... 

ePlus Client

Datacenter Cloud Architect Job at ePlus Client

Data Center/Cloud Architect Cisco UCSX / VMware Position Overview The Data Center/Cloud Architect Cisco UCSX / VMware is responsible for designing, implementing, maintaining, and optimizing enterprise-grade data center and hybrid cloud environments with a strong...