Tax Returns Related

· E-Filing Returns-Logging out all completed tasks in XCM (tax returns, payroll, and 1099s.)

· XCM Workflow- Add clients and tasks, restart tasks, voiding tasks, helping staff

· Adding charge sheet charges for each tax return that is processed

· Scan IRS acceptance, signed 8879, and XCM RS to client archives

Off Tax Season related tasks

· Scan-in all incoming tax information/records from clients once they have been logged into XCM

· Scan prepared work-papers into client archives

· Create and print tax covers for the current & upcoming tax year

Supply Ordering

· Monitor copy machines, printers, main Fax machine for repairs and order all toner.

· Order copy paper

· Monitor and Order envelopes and letterhead

Miscellaneous Tasks

Maintain in house list of employees, addresses, contact phone numbers, also the vendor listing

Help keep informed of office needs and try to find solutions (building maintenance, I.T. issues, supply likes/dislikes)

Mass mail-out projects (1099s, Statements, Kiwanis)

Fill in for Main Receptionist’s duties regarding arriving clients, the Postal and FedEx tasks, mail distribution, assign tax tasks, client pickup of tax returns and moving them in XCM

Be back up for sending email requests to Billing Dept. for changes in Project Management (phone numbers and addresses) and copy Angela so she can change those addresses in UltraTax program

Tax Deadline Days specific

(Tasks also for day before deadline)

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

· Applying postage & distribute incoming mail

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: $16.00 - $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:

• Ocala, FL 34471: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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