Tax Client Service Assistant

About the Tax Client Service Assistant Role

The Client Service Assistant will embrace technology and actively participate in chargeable work, ensuring smooth operations and exceptional client service within BST’s Tax Team.

This is a full-time position requiring a minimum of 4 full days per week on-site (BST office).

In this role, you will:

· Oversee the onboarding process for new clients

· Act as the primary point of contact for clients during the intake process

· Conduct regular assessments of open items related to client work, ensuring timely follow-up and resolution

· Collaborate with team members to prioritize tasks and address outstanding issues

· Monitor client documents and communications via TaxCaddy

· Upload additional data to appropriate software locations

· Regularly check SuraLink for client documents and requests

· Upload documents to CaseWare to maintain accurate client records and streamline the workflow

· Coordinate the SurePrep process including onshore verification

· Work closely with team members to resolve any discrepancies or issues

· Utilize Axcess Tax to assist with input of client information, including new client information from prior years, depreciation details, etc.

· Assist team members with any technical issues related to Axcess Tax

· Prepare miscellaneous tax forms, including zero extensions and LLC forms, ensuring compliance with all relevant regulations

· Oversee the submission of 1099 forms for tax clients to Avalara

· Coordinate with clients to gather necessary information for 1099 preparation

· Engage in training to learn UI Path and its functionalities for the purpose of developing bots

· Evaluate and help implement new technologies to enhance efficiency in repetitive tasks

To be successful in this role, you will bring with you:

· Associates/Bachelor’s degree or equivalent practical experience

· Previous experience in a CPA firm or similar environment preferred

· Proficient in using tax and accounting software, including SurePrep, CaseWare, and Axcess Tax

· Strong technological aptitude with a willingness to learn new software and tools, including UI Path

· Excellent organizational skills and attention to detail

· Strong communication skills, both written and verbal, with the ability to interact effectively with clients and team members

· Ability to work independently and collaboratively in a fast-paced environment and adapt to changing priorities

About BST

BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals. BST offers a broad portfolio of accounting and auditing, tax, consulting, outsourced accounting, talent strategy and marketing services, as well as valuations, forensic accounting, and litigation support. The firm is recognized as one of the Top 300 Accounting Firms in the U.S.

Why choose BST:

· Diversity of our Expertise

· Communication is Open and Objective

· Professional Environment and Attitude is Fostered

· Advancement is Encouraged

· Ideas are Welcome

· Community Impact and Employee Engagement

· Named one of Albany’s Best Places to Work 2018-2024

· Hybrid and Flexible Work Model

Please visit our website to learn more about BST’s Talent Experience.

BST offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience; prior relevant experience, skill sets, training; licensure and certifications; market data and other business and organizational needs. A reasonable estimate of the current salary range for this role can be found in the posting, and an actual offer can vary based upon the role, hiring location, and qualifications. At BST, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each individual case. BST offers a robust benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life and disability insurance, flexible work, development and tuition reimbursement.

For additional information on BST’s total rewards, visit our website at: www.bstco.com

Job Type: Full-time

Pay: $52,000.00 - $73,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $52,000 - $73,000