Tax Client Operations Associate

Accountants Near Me is a CPA firm in Woodside, Queens serving over 800 individual and business clients across tax preparation, bookkeeping, payroll, IRS representation and business advisory. Our business has tripled in the past year and this is our second full-time hire. You will be our main liaison to clients, and will take on bookkeeping and return preparation over the first year as we train you.

Responsibilities
• Schedule consultations, document drop-offs and review calls, and manage deadline and extension outreach
• Send organizers and collect source documents, following up until each client file is complete
• Administer TaxDome: onboarding, portal invitations, engagement letters and e-signatures
• Act as the main point of contact for clients; the phone line, the inbox, and keeping people informed on where their work stands
• Prepare invoices, follow up on payments and keep receivables current
• Log IRS and state notices the day they arrive, and maintain office, retention and vendor records

Training and credential support
• We train you in bookkeeping and in tax preparation. Experience in either is welcome but not required
• Bookkeeping: account reconciliations through to profit and loss and balance sheet preparation
• Tax: individual returns in Drake under CPA review, then payroll and sales tax filings and IRS notice responses
• Hands-on instruction in our two main platforms, QuickBooks Online and Drake Tax, plus TaxDome and Monday.com
• We support you in earning a credential such as the Enrolled Agent, including help with review courses and study materials
• Day-to-day guidance from a licensed CPA

Requirements
• Bachelor’s degree in accounting, finance, business or a related field, or currently completing one
• At least one year in a professional office or client-facing role. Recent graduates will be considered
• Strong written and verbal communication, and proficiency in Excel

Preferred
• Experience with QuickBooks Online or Drake Tax, or with TaxDome, Monday.com, bookkeeping or payroll
• A second language

Compensation and growth
• $40,000 to $60,000 per year, based on experience
• Real opportunity for salary growth. Compensation rises with responsibility and with credential progress
• Full time, year round, on site in Woodside, directly across from the 46th Street–Bliss stop on the 7 train
• Paid time off and paid holidays, working daily with the firm’s owner, a licensed CPA

Growing with the firm
We want someone who will stay along for the ride, share in the benefits as we grow, and mold into a senior role over the years. You will be trained top to bottom, work alongside a CPA, and learn something new most days.

To apply
Email us at Help@accountants-near me.com with "Operations Associate" in the subject line. Send a few sentences about your background and what you are looking for. A resume is preferred but not required.

Also shown on flyer header: 47-01 Queens Blvd, Suite 405, Woodside, NY 11377 (888) 343-7001 accountants-nearme.com