Aprio PH - Tax Help Desk Associate (CCH Axcess Tax, GoSystemsRS Tax & K1X)

Aprio•Clark, NJ

58d•Hybrid

About The Position

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. We are seeking a detail-oriented and responsive Tax Help Desk Associate to support our accounting firm's tax professionals and ensure smooth operation of tax software applications. This role is critical in maintaining productivity across the firm by resolving technical issues, managing software configurations, and supporting tax-related processes.

Requirements

Bachelor's degree in Accounting, Information Technology, Business Administration, or a related field.
At least 2 years of related work experience in a help desk, tax operations, or software support role.
Hands-on experience with CCH Axcess Tax, GoSystemsRS Tax, and K1X preferred.
Strong analytical, problem-solving, and communication skills.
Exceptional attention to detail and ability to manage multiple priorities under time-sensitive conditions.
Must be willing to work West Coast hours (11:00 PM - 8:00 AM PH Time).
Work Setup: Hybrid - Initial 3 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site.

Nice To Haves

Familiarity with tax workflows and accounting firm operations is a plus.

Responsibilities

Respond promptly to help desk inquiries to minimize workflow disruptions.
Provide clear, accurate, and timely resolutions to user issues.
Liaise with CCH Premium Support to resolve software-related issues.
Communicate software problems to internal IT-Support for firm-wide awareness and resolution tracking.
Roll forward tax returns annually across all firm locations.
Create second versions of returns as needed for review or correction.
Convert and restore returns from other CCH Axcess accounts or third-party software into the firm's system.
Manage configuration sets, including creation and modification.
Assist with onboarding tasks such as adding signers, configuring return groups, and updating client IDs.
Support return conversion and office setup during mergers.
Perform backup and restoration of returns within CCH Axcess as required.
Add new users and assign locators for consolidated returns.
Generate transfer keys for locator migration from other firms.
Respond to user issues such as import errors, access requests, and usage anomalies.
Collaborate with internal and external K1X specialists to resolve issues