Job Description
Dedicated. Smart. Committed. That’s what you’ll find in the Arledge team. Our goal is to continue our tradition of excellence. To do that, it takes talented and motivated team members who will always strive to achieve the best results for our clients. Great client service begins with employees who are appreciated and respected, and that’s the environment we provide, each and every day.
We offer competitive compensation, generous benefits and challenging and satisfying work. Our investment in our individual team members shows in how our clients are delighted with the firm.
Our mantra “first who, then what,” has served us well as we have built an outstanding and talented team.
We are looking for teammates with the following qualities:
- Honesty, integrity and ethics in all matters
- A positive attitude and a commitment to continuing education
- A passion for working respectfully and cooperative as a member of a team
- Career-goal oriented and community-minded
- Professional approach to tasks and relationships
- Responsiveness in a manner that is beneficial to the clients and to the firm.
If being a part of premier accounting team is your goal, then Arledge could be the right place for you.
We provide on-the-job training that offers a wealth of varied experiences with a strong level of contact and interaction with clients and partners at the firm.
Basic Purpose:
· Assist Tax department with processing of tax returns and handling advanced administrative duties, tasks and projects.
· Must be an adaptable self-starter with ability to work independently and with co-workers.
· Must be resourceful, have ability to use good judgment, possess knowledge of business etiquette.
· Must be able to prioritize work, solve problems and organize their own time with minimal supervision.
Major Responsibilities:
- Set up new tax projects and roll current projects from year to year.
- Login projects, scan and save client information for return preparation.
- Process business and individual tax returns/forms including assembly and binding.
- Utilize firm determined processes and procedures and firm tracking systems to ensure all data is entered, correct and up to date.
- Release of electronic returns to government entities.
- Client contact and follow up to obtain signatures and delivery of returns.
- Maintain and track status of tax projects and returns, communicate status.
- Assist in the timely management of all communications with a variety of people, whether written, via telephone, or e-mail.
- Demonstrate a high degree of professionalism, initiative, and independence in supporting a wide variety of complex issues among diverse groups of people within the organization.
- Work independently or assist in gathering data and assembling it appropriately for use in meetings.
- Interact with clients by phone and compose correspondence by email.
- Assist with setting up new clients and maintaining existing client information in system.
- Track outgoing mail & faxes, maintain mail log, and deliver to post office or FedEx when necessary.
- Provide support to other administrative staff, reception, and phones as needed.
- Coordinate engagement letter templates and tax organizers– update, mail merge, print, assemble, and mail.
Daily Assignments:
- Time Review
- Email prioritization
- Project Status Updates
Weekly Assignments:
- Assignments Update
- Client follow up on project status
- Return Status Reports & upcoming deadlines
As Needed Assignments:
- Engagement Letters
- New client set up in CCH and network drives
- Communication with clients regarding needs/inquiries
- Compile tax packet documents and prep for mailing
Knowledge, Skills, and Abilities:
- Must be detail oriented and organized
- Proficient in Outlook, Word, Excel, Adobe
- Exceptional communication skills
- Strong organizational skills
- Quick learner of new software packages
- Reliable and dependable team player
Training and Experience:
- Associate degree or vocational training; bachelor’s degree preferred
- Prior tax processing experience preferred
Application Question(s):
- Ability to work extended hours during tax busy season (Feb 15- Apr 15 & Aug 15- Oct 15.)
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Have you worked in a professional services environment (CPA, legal, consulting, financial services, etc.)?
- Have you worked in a professional services environment (CPA, legal, consulting, financial services ,etc.)?
Education:
Experience:
- Administrative: 2 years (Required)
Ability to Commute:
- Oklahoma City, OK 73116 (Required)
Ability to Relocate:
- Oklahoma City, OK 73116: Relocate before starting work (Required)
Work Location: In person
