Accounting Support Specialist

Company: Pro-Fi 20/20 Dental CPAs
Location: Suwanee
Posted on: June 25, 2022

Job Description:

The -PRO-FI W.A.Y. P - Proactive Solution SeekersR - Relentless Pursuers of Growth & LearningO - Owners of Our Actions & InitiativesF - Focused on the Value of TimeI - Inspired by Our Impact on LivesW - Welcomes the Opportunity to Build RelationshipsA - Attuned to Diversity & Teamwork Y - Yearns for Consistent, Transparent CommunicationWe share these core values and the next team member will too! -Accounting Support StaffAs part of our accounting and tax team you will serve as an integral part of our organization. Demonstrating your excellent written and verbal communication skills and knack for technology, you will provide support and help transform stressful situations into positive interactions via phone, email, text and in-person.

• Onboarding of New Clients
• Providing administrative, document control and coordination for the Accounting and Tax teams
• Yearly 1099 preparation and filing
• Account reconciliations and bank data retrieval
• Perform client onboarding tasks, client maintenance and process service agreements
• Managing project-related communication
• Data collections: collect, evaluate, and determine conclusions and next steps
• Provide regular reporting to applicable managers, executive team, and the client as required
• Special Projects: outline, assess tasks and implement accurately, and in accordance with company deadlines
• Actively participate in resolution of issues and conflicts, internally as well as with clients and other vendors where appropriate; escalate issues in an appropriate, timely, and tactful manner
• Achieve a strong understanding of CCHAxcess and SalesForce
• Become QuickBooks Online certified
• Ability to transition lessons learned and skillsets to future project engagements
• Document, maintain and update position procedures
• Perform administrative maintenance and portal management for systems and databases
• Provide back-up for our front-stage team of receptionist and concierge. -What Makes You a Great Fit
  • Minimum of an Associate degree or equivalent work experience
  • A people person with a warm personality
  • One or more years of client service, accounting, financial or law industry experience. Tax and accounting experience preferred.
  • CRM experience preferred
  • Time management and organizational skills; ability to handle multiple responsibilities and changing priorities is vital
  • Ability to effectively communicate with all levels of in-house staff and clients
  • Must be able to identify problems and offer workable solutions
  • Ability to work independently, but also collaboratively
  • Working knowledge of Microsoft Office Suite
  • Ability to work under periods of high pressure with tight timeframes while maintaining focus
  • Since we are dealing with sensitive information, a criminal background check is required
  • Healthy comfort level with technology and ability to learn technology quickly. -We are a high-tech paperless firm and we only consider tech-savvy applicants.
  • Desire and ability to be innovative and creative with ideas to improve workflow efficiency
  • Excellent listening, written and verbal communication skills
  • Escalate operational and client issues as needed
  • Discretion when handling confidential information
  • You love a position that has shifting priorities and days that do not feel like the day before, are a quick thinker and can be reactive and proactive.Due to the nature of our business, we do experience periods of peak workload, typically from January 1 - April 15 and September1 - October 15, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s). -This role is for you if---
  • You love working in a fun but professional environment
  • You are energized when you beat deadlines
  • You enjoy volunteering to give back to the community
  • You thrive when challenged
  • You enjoy transparency and constant communication
  • You thrive on working with dependable team players
  • You prioritize your workload in an efficient manner
  • You absolutely love to laugh
  • You cannot live without dual monitors
  • You relish the challenge of finding efficiencies
  • You embrace coaching notes and the opportunity to gain experience and improve
  • You love GETTING to go to work instead of HAVING to go to work
  • You understand what #12 means
  • Your attention to detail is exceptional and you prefer order and organization
  • You are a self-starter and take initiative with ease
  • You understand the importance of treating others like you want to be treated
  • You are driven by results, accountability, solutions, and impact---This role is not for you if---
  • You prefer working solo as opposed to on a team
  • You are not energized by challenges
  • You assume deadlines are just a suggestion
  • You prefer working with the bigger picture over details
  • You loathe performance notes and feedback
  • You are slow to adopt new technology
  • You despise overtime and are a 40-hour a week person
  • You think feedback is another word for confrontation
  • Change makes you uncomfortable and you often resist it
  • You see this position as a 'for now' job and not a career
  • You think more about your next day off or of retirement than focusing on the current day
  • You think relationship-building at work is a waste of time
  • You are afraid to make an honest/correctable mistake
  • You are insulted by someone reviewing your work
  • You sneer about following the appropriate communication chain
  • You don't like to read (you made it this far)
  • You like gossip
  • You have no sense of humor
  • You like to do the bare minimum or be told what to do all day -Deal Breakers (If these don't fly, don't apply)
    • No eye-rollers
    • Mandatory participation at our annual meetings
    • You better love to laugh because we are funny! (Just check out our YouTube channel if you don't believe it yet.) -What's Next?Still want to join our team? Great! If you enjoy working with motivated team members, apply today! We take culture very seriously, and because of that when it's right, it's right. If after reading the full job description you are thinking, "this sounds PERFECT for me," then we want to get to know you. -If you are not ready right this minute, that's ok. This is an opportunity to see if the grass really is greener on the other side. When you do join the team, expect every day to have learning experiences with a driven group of really cool people (well, as cool as accountants can get). We strive to learn and grow and hope you will too.While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

Keywords: Pro-Fi 20/20 Dental CPAs, Roswell , Accounting Support Specialist, Accounting, Auditing , Suwanee, Georgia