Operations Assistant
hace 1 día
Fort Collins
Job Description We are a growing CPA firm with offices in Fort Collins, Evans, and Cheyenne, and we are looking for an Operations Assistant to join our Fort Collins office. This position plays an important role in supporting the day-to-day operations of our firm and helping both our clients and team have a great experience. This is a unique opportunity for someone who enjoys a combination of administrative operations, technology, problem-solving, and process improvement. The person in this role will initially focus on learning our administrative operations and client-service processes, including tax return processing and the systems our team uses every day. As they become familiar with the firm, the position will expand to include internal technology and application support, software troubleshooting, and coordination with our cloud and software vendors. Our firm takes pride in creating a welcoming, collaborative, and enjoyable workplace. The right person will be organized, dependable, detail-oriented, comfortable learning new technology, and willing to jump in wherever needed. We are looking for someone who takes initiative, enjoys solving problems, and looks for ways to make processes more efficient and effective. Responsibilities include, but are not limited to: Administrative & Firm Operations • Provide administrative and operational support to accountants, managers, and partners, • Answer incoming phone calls, assist clients, take messages, and route calls as needed, • Support the full client lifecycle, including new client setup, client portals, document requests, communication, follow-up, and ongoing client support, • Process and assemble individual and business tax returns and other client deliverables, • Assist with processing 1099s, payroll tax forms, and other filings, • Assist with electronic signatures, client portals, and secure document delivery, • Manage and monitor internal and client communication systems, • Scan, organize, upload, and maintain electronic client documents, • Assist with mailings, FedEx, and trips to the post office as needed, • Maintain accurate information across multiple software and database systems, • Assist with administrative projects and firm-wide initiatives, • Work with team members across all three office locations, • Help identify opportunities to improve administrative processes and workflows, • Provide additional support during busy tax deadlines and other peak periods Technology & Application Support • Learn the firm's software applications, systems, and technology workflows, • Serve as an internal resource for basic software and application questions, • Assist employees with troubleshooting software, login, access, printing, and other application-related issues, • Help identify, document, and troubleshoot software issues before escalating them to outside support, • Coordinate with our cloud hosting provider and software vendors to report issues, communicate troubleshooting information, and follow issues through resolution, • Assist with software installations, updates, user access, permissions, and application setup as appropriate, • Help maintain documentation related to software applications, technology procedures, vendor contacts, and recurring issues, • Assist with testing and implementation of new applications, software updates, and technology changes, • Communicate technology issues and resolutions to employees in clear, easy-to-understand language, • Help identify opportunities to improve administrative and technology processes and workflows, • Take on additional technology and operational responsibilities as knowledge of the firm's systems grows Our ideal candidate will have: • 2+ years of experience in an administrative, operations, client service, or professional office environment, • Strong organizational and time-management skills, • Excellent written and verbal communication skills, • Strong attention to detail and accuracy, • The ability to prioritize and manage multiple projects and deadlines, • A high level of professionalism and confidentiality, • Strong computer skills, including Microsoft Word, Excel, Outlook, and other Microsoft 365 applications, • Experience working with multiple software or database applications, • A strong interest in technology and software troubleshooting, • The ability to learn how different applications and systems work together, • Strong problem-solving skills and the patience to troubleshoot an issue through resolution, • The ability to communicate effectively with both employees and outside technology/software vendors, • The ability and willingness to learn new technology and software, • A dependable, self-motivated approach to work, • A positive attitude and willingness to jump in where needed, • The ability to remain organized and professional during busy periods Experience in a CPA firm, accounting firm, law firm, financial services firm, or other professional services environment is a plus, but not required. Previous IT support experience is also a plus, but not required. We are more interested in finding someone who is comfortable with technology, enjoys troubleshooting, and is willing to learn. Benefits: • Health insurance, • Dental insurance, • Vision insurance, • Retirement plan, • Paid time off, • Paid holidays, • Typically closed on Fridays during the summer, • A collaborative and supportive work environment, • Opportunities to learn, grow, and take on additional responsibilities Please submit your resume along with a brief cover letter telling us about your experience and why you are interested in joining our team. The selected candidate will be required to successfully complete a background check. Please, no recruiters, staffing agencies, or sales inquiries. We are an Equal Opportunity Employer and are committed to providing equal employment opportunities to all qualified applicants and employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other status protected by applicable federal, state, or local law. Final candidates must complete a background check authorization form and return it to Human Resources. Human Resources will order the background check upon receipt of the signed release form, and either internal HR staff or an employment screening service will conduct the checks. A designated HR representative will review all results. The HR representative will notify the hiring manager regarding the results of the check. In instances where negative or incomplete information is obtained, the appropriate management and the Director of Human Resources will assess the potential risks and liabilities related to the job's requirements and determine whether the individual should be hired. Background check information will be maintained in a file separate from employees' personnel files for a minimum of five years. RLR, LLP reserves the right to modify this policy at any time without notice.
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