Job Description

Job Description

Description

DiPasquale & Associates, P.A., is an accounting firm like no other. Founded in 1996 on an understanding of the unique personality of the South Florida business culture, the firm has since grown into one of the area's leading providers of accounting and tax services. We provide each client with an individual and truly personal relationship specifically tailored to fit his or her needs. Our professional staff boasts a broad range of experience and can offer a complete spectrum of services. Our goal is to provide the highest level of professional financial services to every client, regardless of size and resources.

By being a part of our firm, you will contribute to our efficiency and client satisfaction! As the SurePrep & Client Specialist you will help ensure the workflow is ready for our staff accountants quickly and ensure clients feel heard, seen, assisted, and understood.

Qualifications

• Available to work scheduled 40 hours per week with additional hours needed during Tax Season. 8:00am – 5:00pm (Monday through Friday) and Saturdays 9:00am – 2:00pm (January through April). In-person work only/no remote opportunities.
• Ability to work in a fast-paced environment (during Tax Season).
• High school diploma or GED.
• Must be a U.S. resident aged 18 or older.
• A natural relationship-builder with customer service instincts.
• Ability to follow written and verbal instructions accurately.
• Minimum (1) year of administrative experience.
• Bilingual preferred.
• Computer and technology proficiency.
• Resume.

Benefits

• Overtime pay at straight-time rates for time more than 40 hours per week. Overtime is paid in the form of compensatory time off. Banked time for working more than 40 hours per week can be used as paid time off at a future date.
• One-week paid vacation annually accrued monthly from start date. Vacation time will consist of an allowance of 5 days per year, and this increases to two weeks (10 days) after 1 year of employment. Additionally, 5 paid sick days are allowed annually.
• 8 traditional paid holidays per calendar year (New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, Black Friday, Christmas Eve, & Christmas Day).
• Commission on new business brought into the firm at 15% of collections for 1 year.
• AFLAC insurance coverage of your choice - $50 monthly firm contribution.
• Optional participation in form 401(k) plan; company matches first 3% of employee contribution.

Responsibilities

• Complete SurePrep system binder verifications. SurePrep binder verification is the process of reviewing and confirming the accuracy of tax data extracted by 1040SCAN (OCR technology) within the SurePrep binder application. It acts as a check to ensure AI-captured figures, such as W-2 amounts or document dates, match source documents before exporting to tax software, ultimately helping to save time in tax prep.
• Answer client phone calls. You will act as the professional voice of the company in direct contact with our clients. Deliver excellent customer service, handle incoming inquiries efficiently, screen calls for relevant staff members, take messages, assist clients with company systems, etc.
• Answer gate calls to allow clients and visitors to enter the place of business.
• Complete filling in file room for client files and documents.
• Maintain and organize file room to ensure files are put away and supplies are kept in order.
• Assist other administrative staff.