Administrative Coordinator

CTBK • Buffalo, NY

11d • Onsite

About The Position

Chiampou Travis Besaw & Kershner (CTBK) is a locally owned and operated full-service accounting firm based in Amherst, NY. With over 150 talented professionals on our team, we provide businesses and high net worth individuals with assurance, accounting, tax, and business consulting services. Our clients come from a variety of industries, including manufacturing/distribution, construction, real estate, not-for-profit, healthcare, and professional services.

At CTBK, we prioritize delivering professional services that exceed our clients' expectations while creating a positive and nurturing work environment for our employees. We are committed to helping our staff grow and develop successful and rewarding careers, providing challenging opportunities for personal and professional growth.

As a member of our Client Services Team, you would provide data and workflow support for our Tax Team. In addition, this position provides support throughout our tax operations services as needed. This position would be full-time, onsite, and does require regular overtime, especially from late January through mid-April, and late-August through early-October, including Saturdays during those periods.

Requirements

• Have a mindset of efficiency and problem-solving
• Manage comprehensive and accurate records while maintaining confidentiality
• Strong willingness to work with a team and collaborate to complete projects and tasks
• Exceptional attention to detail and organizational skills, especially in managing workflow processes
• Self-motivated and driven, with a proactive approach to anticipating issues and resolving them quickly
• Energized by working on simultaneous projects in our fast-paced environment
• Ability to work with and build meaningful relationships with multiple levels within the Firm
• Eager to learn and be resourceful
• Ability to timely and accurately meet deadlines
• Background in/understanding of the accounting services industry is preferred
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint)
• GED or high school diploma Required
• Prior administrative experience is preferred

Responsibilities

• Manage, review and organize client information for your tax team
• Analyze information received and request missing/additional information in a timely manner
• Manage trackers (tax document inventory and master lists of clients)
• Facilitate new client setup and onboarding processes
• Utilize various software to extract client information and keep workflows moving forward
• Manage and maintain client billing information
• Process 1099s and K-1s through internal system
• Assemble and deliver returns to clients
• Manage tax notices and POA tracking, routing, and administration

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED