Job Description

This administrative position supports the tax department by tracking activities in Client Collaboration and runs reports to provide up-to-date snapshots of project progression throughout the tax processing life cycle. CCH software enables year-round collaboration with clients for secure data gathering and allows us to upload documents, track engagement status, review and deliver returns, obtain electronic signatures, and more. Firms and clients benefit from CCH Axcess Client Collaboration as it offers a more personalized collaboration hub and frictionless experience between firms and their clients. But the software is only as good as the operators that utilize it and put information into it.

Therefore, we need a tech savvy individual to be the primary manager of all things Client Collaboration. Prior tax admin experience or CCH experience is not required to excel in this role. The ideal candidate will be highly operational and able to use new technology with ease.

Responsibilities

• Track activities and manage all things in Client Collaboration in CCH
• Export data to excel and manipulate data for reporting purposes.
• Create monthly, weekly, and daily reports to provide up-to-date snapshots of project progression throughout the tax processing life cycle
• Track tax deadlines and ensure project updates are recorded across all relevant technology to avoid missing deadlines for filings and extensions
• Provide regular updates to tax lead and tax managers to ensure projects are on track to meet deadlines
• Assist with tax assembly
• Perform other general office administrative duties as needed

Qualifications

• Associate's degree
• Prior tax admin experience or CCH experience is not required but would prove beneficial

Required Skills

• Highly proficient in Excel with the ability to use VLOOKUP and pivot tables to manipulate and extrapolate data
• Create streamlined reports for leadership and management
• Operational skills and ease of using new technology

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