Tax Client Operations Associate

About the role

Accountants-Nearme is a CPA firm in Woodside, Queens serving over 800 individual and business clients across tax preparation, bookkeeping, payroll, IRS representation and business advisory. The business has tripled in the past year, and this is its second full-time hire. You will be the main liaison to clients and take on bookkeeping and return preparation over the first year as the firm trains 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, including onboarding, portal invitations, engagement letters and e-signatures.
• Act as the main point of contact for clients, managing the phone line and inbox and keeping clients informed about their work.
• 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.

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.
• Experience with QuickBooks Online or Drake Tax, or with TaxDome, is preferred.

Benefits

• The firm trains you in bookkeeping and tax preparation; experience in either is welcome but not required.
• Bookkeeping training covers account reconciliations through profit and loss and balance sheet preparation.
• Tax training includes individual returns in Drake under CPA review, then payroll and sales tax filings and IRS notice responses.
• Hands-on instruction is provided in QuickBooks Online, Drake Tax, TaxDome.
• The firm supports you in earning a credential such as the Enrolled Agent, including help with review courses and study materials.
• Day-to-day guidance is provided by a licensed CPA.

Key facts

• A bachelor’s degree in accounting, finance, business or a related field, or current enrollment, is required.
• At least one year in a professional office or client-facing role is required; recent graduates will be considered.
• Strong written and verbal communication and proficiency in Excel are required.