Operations Assistant

RMW Accounting•Laconia, NH

11d

About The Position

RMW Accounting is a fast-growing, private equity-backed accounting firm with 16 offices across more than 10 states and plans to grow to more than 40 offices in the next five years. The firm provides accounting, tax, and financial services and emphasizes personalized client guidance and strong relationships. Its stated values include client service excellence, integrity, collaborative culture, and community commitment. The Operations Assistant supports client service and office operations, including answering phones and handling routine inquiries, coordinating appointments for tax accountants, processing payments, assisting with tax return workflows, organizing and maintaining client records, preparing correspondence and mailings, and providing general administrative support.

Requirements

Associate degree or an equivalent combination of education and experience in business or a related field.
Experience in administrative support work, office practices, and administrative procedures.
Technology savvy, with the ability and desire to use necessary software applications.
Ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining calm and a sense of humor.
Strong organizational, multitasking, and follow-through skills, with attention to detail and deadlines.
Excellent verbal and written communication skills.
Proficiency with Microsoft Office.

Responsibilities

Answer phones and handle basic client inquiries, including questions about refunds, office locations and directions, contact information updates, and outstanding documents.
Set up conference calls and appointments for tax accountants.
Provide clients with tax results, including processing results and rejections.
Take and process client payments over the phone.
Transmit tax returns to the IRS and retrieve e-file acceptances.
Send tax vouchers to clients.
Contact clients to obtain missing information needed to complete tax returns.
Receive and process drop-box tax returns by opening and organizing materials, creating folders and control sheets, scanning documents, confirming required documents are present, contacting clients about missing documents, and uploading completed files to client database software.
Update the client database with completed tax returns and notices received.
Assemble completed tax documents for clients.
Update and maintain Excel lists.
Assist with outgoing mail, including assembling and stamping items.
Prepare memos, emails, invoices, reports, and other correspondence.
Create and maintain electronic and physical filing systems.
Make copies, organize documents and folders, create packages and mailings, and send faxes.