Greet all people that come in the door including customers and announce appointment arrivals.

Answer phones- 27 lines during busy season average of 4-5 incoming calls at a time-inquire who is on the line and announce call to extension/person requested.

Keep main restroom stocked & straightened

Assign appointment times, track, and update the 3 tax partner’s daily calendar

Format and print formal letters for partners (if asked)

Incoming & Outgoing Mail (non-tax season)

· Maintenance of postage machine (adding postage-ordering supplies for postage machine)

· Apply postage to all outgoing mail

· Sort and distribute all incoming mail

· Distribute FedEx deliveries or courier packages

· Preparation and physically deliver certified & priority mail to post office for stamped receipt

· Physically deliver FedEx packages to collection boxes or FedEx distribution center

Prepare New Client request form and set up archive folders for all new clients and scan entry information (past tax returns and tax related information)

Prepare Power of Attorney forms in UltraTax program for IRS contact and attain signatures and scan into client archives

Login all incoming tax information/records from clients and assign to employees for production in XCM-prepare packaging slip/envelope Copy and Assemble tax returns and payroll returns, noting if they are PDF’s.

Check for proper printing order, especially of state returns.

Quick scan for errors and return to preparer if necessary

Print cover page for estimate vouchers with blank amounts if it is missing.

Right-Signature 8879s & tax returns (including payroll returns each quarter) to clients and partners for signature

Distribute all incoming faxes and stock/maintenance fax machine

Order kitchen and bathroom supplies (toilet paper, dish & hand soap, air freshener, paper plates, etc.)

Order Office Supplies

Prepare W-9s for PGC partners to sign and send when requested

Track, Scan, and email Tangible Property tax return extensions to property appraiser’s office-once approved and returned scan approved forms into client archives (multiple counties)

Client pick-up of all business, individual, payroll(quarterly), and tangible tax returns-have client sign packaging slip and remove for our records-open tax returns with clients explain the e-file authorization form or paper filing method checking for any errors (specifically but not limited to SS# & direct deposit bank account & routing number) and explain suggested mailing process of any payments by clients.

Help with monthly tasks for Kiwanis Club (mail out invoices, copy & mail out bill payments and deposits)-occasionally help Steve Lee with Ocala Gator Tip-off Club deposits

Plan and coordinate annual office Christmas Luncheon and Tax Deadline Day Lunch

Handle “how-to” questions about ZAC phone & fax system.

Printing WIP’s for partners.

Revise and print out invoices per the requesting Partner.

Resolve any issues with the paper shredding schedule that may come up

Tax Deadline Days specific

· Prepare all certified & priority mail (label stamp receipt & green signature cards-client name and what is being sent)-includes: all Extensions, 1040V payments and quarterly estimated tax payments (after copying checks and matching vouchers and scanning into client archives)

· Post office run for certified mail & any FedEx drop-offs (If too busy find a PGC employee to take them)

· Monthly Investment Statements scanned and put into the #client “portfolio stmt. folders”

· Petty Cash

Essential Functions and Requirements:

• Exceptional client service and communication skills
• Excellent verbal, written and presentation skills to represent the firm well to clients
• Ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements and competing projects within set deadlines
• Strong leadership, training, and mentoring skills
• Excellent analytical, organizational, strong attention to detail, and proven innovative problem-solving skills
• Ability to travel as needed

Purvis Gray industry specializations include construction, hospitality, health care, not-for-profit organizations, government entities, information technology, school boards, utility companies and family offices. We provide services including audit and assurance, accounting, business consulting, IT auditing, tax planning, and retirement plan auditing. Join us and you will see our partners take a hands-on approach in your development setting you up for success at Purvis Gray. We are confident in the direction we are going. Get in touch and let's talk about where you are headed. For more information on Purvis Gray, please visit www.purvisgray.com.

Purvis Gray and Company is a public accounting firm located in 7 locations across the State of Florida. Since founding the firm in 1946 in Gainesville, Florida we have grown into the communities of Ocala, Tallahassee, Sarasota, Orlando, Lakeland and most recently Tampa. With over 50 CPAs on staff and several more in the making our firm of over 110 employees continues to provide knowledgeable and confident solutions to our tax and audit clients.

At the heart of everything we do is understanding. It's having a face to face conversation and listening, and that's not just for our clients. At Purvis Gray we know that your growth is what drives ours. We are dedicated to building a team who is just as committed to each other, as we are to being diligent professionals.

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Gainesville, FL 32601: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 3 years (Required)
• Outlook: 2 years (Required)

Work Location: One location

Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.