DRDA, PLLC is a diverse and fast-growing CPA and Management Advisory firm based in Houston, Texas, but serving nationally and internationally. DRDA is growing twice the industry average. All of our growth is organic, so we don't have too many partners holding back the advancement of people in our Firm. Partnership opportunities are available in our Firm. We are looking for a Production Admin Specialist to join our Leadership team to help implement our vision of Firm growth.
Our culture places a large emphasis on valuing our team members, providing opportunities for growth and knowledge expansion, forging caring, trusting, supportive and respectful relationships through honesty, integrity and character, so we can provide excellence in service and provide the best solutions for our clients. At DRDA, we value team building and advancement within the Firm, and promote staff participation in community events. We offer a work life balance that allows our team members to have a challenging and successful professional career, as well as be there for their family.
Project Coordination:
• Set up, assign, and reassign projects as needed. • Print & Assemble and Deliver 1040, 5500s, and state-only tax returns. • Maintain accurate client information in Practice CS.
Document Management:
• Scan physical documents dropped off at the office and upload to a virtual filing system. • Maintain the File Room, including the document log, and ensure timely return of client documents. • Reindex documents received through the client portal to the correct File Section and Document Type in the virtual filing system. • Notify the client manager upon receipt of documents to determine project assignments.
Client Interaction:
• Collect signed forms/8879/e-file authorizations from clients. • Follow up with clients via email and/or phone calls to ensure timely communication. • Assist in preparing zero payment due extensions and sending out tax organizers. • Support client portal setup, deletion, and troubleshooting. • Front desk back up.
Prospect & Client On-Boarding:
• Manage the prospect and client onboarding workflow by tracking prospects using established processes and procedures. • Request and receive necessary information and documents from prospective clients, including secure file sharing if needed. • Schedule appointments and setup client onboarding projects, following established processes for onboarding new clients and existing clients for new services. • Ensure all tasks are executed in a timely and organized manner.
Qualifications and Skills:
• Previous experience working in a CPA or financial services environment. • Knowledge of audit and tax document requirements • Proven experience in document management, preferably within an accounting or CPA firm. • Excellent organizational skills and attention to detail. • Strong communication and collaboration skills. • Ability to handle confidential information with integrity and professionalism. • Be proficient in Microsoft Office Suite, Adobe • Possess advanced typing skills • Ability and willingness to work overtime, after hours and/or weekends as needed to meet business demands with prior manager approval • Committed to delivering detailed and accurate results in a fast-paced environment. • Strong writing, editing, and proofreading abilities.