Document Manager

MBE CPAs • Durango, CO

9d • Onsite

About The Position

Our Document Managers provide administrative assistance to internal team members and clients by collecting, processing, and preparing documents for tax returns and other projects. This includes providing administrative support including organizing, scanning, filing, assembling, and delivering paperwork for clients. Maintain accurate client records and update systems accordingly with changes. Support workflow of projects including submitting tax returns, extensions, e-filings, tracking due dates, and delivering on sensitive deadlines. Assisting clients with requested information, delivery of documents and payments, and general inquiries. Assist with preparation of paperwork and delivery of tax returns to clients. Assisting other administrative team members with tasks including acting as backup for front desk receptionist.

Requirements

• Comfortable working daily on computers and in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Ability to provide the utmost confidentiality for client and company data.

Nice To Haves

• Previous experience in a related document manager or administrative support role highly desired.
• Understanding of and experience working with financial and/or tax documents highly desired.

Responsibilities

• Providing administrative support including organizing, scanning, filing, assembling, and delivering paperwork for clients.
• Maintain accurate client records and update systems accordingly with changes.
• Support workflow of projects including submitting tax returns, extensions, e-filings, tracking due dates, and delivering on sensitive deadlines.
• Assisting clients with requested information, delivery of documents and payments, and general inquiries.
• Assist with preparation of paperwork and delivery of tax returns to clients.
• Assisting other administrative team members with tasks including acting as backup for front desk receptionist.

Benefits

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed