The Tax Services / Administrative Controller is an integral part of the SMP Business & Tax Services, LLC team. The main goal is to ensure that tax clients are ecstatic about working with us, even if we have to give them bad news. With a secondary goal of managing administrative tasks for the company.
Main responsibilities:
- Providing exceptional customer service throughout the entire tax process and beyond.
- Reviewing documents submitted by clients to ensure completeness and that we have everything required to accurately prepare their return.
- Proactively communicating with clients to start the collection process and/or follow up on additional documents that are required.
- Communicating with the clients throughout the process to allow clients to feel calm throughout the entire process.
- Assist in the actual tax preparation process by entering the data provided into the software in the appropriate places.
- Collaboratively work with the tax professionals to ensure that work is completed timely and efficiently.
- Schedule appointments when requested by either client or tax professional.
- Staying abreast of and abiding by all laws and regulations for a tax services professional firm.
- Working with content specialists to develop forms, mailings, and other necessary items to send to clients.
- Ensure all deadlines are met and nothing falls through the cracks.
- Maintaining and updating the customer portal to ensure it is easy to use for both clients and internal team.
- Providing administrative support to other departments as requested and as time allows.
Requirements:
- Excellent verbal and written communication skills
- Great sense of personal responsibility
- Organization and attention to detail
- Calendar management
- Proficiency in Google Drive ecosystem (Docs and Sheets in particular)
- Experience with QuickBooks software preferred
- Bachelors degree preferred
- Ability to work independently but also collaboratively
Pay and Benefits:
- This is a part-time position to start. Could grow into full-time if desired.
- Pay will be based on relevant experience. Starting rate in the $15-20 range.
- Eligible for bonus and any other benefits packages that SMP initiates
Job Type: Part-time
Pay: $15.00 - $20.00 per hour
Expected hours: 15 – 30 per week
Benefits:
- Flexible schedule
- Paid training
- Work from home
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Fowlerville, MI 48836