What are the responsibilities and job description for the Data Coordinator position at CTBK?
Data Coordinator
CTBK is a locally owned and operated full-service accounting firm providing businesses and individuals with assurance, accounting, tax, and business consulting services. Our Firm, located in Amherst, NY, has steadily grown since founded in 1994 to now include about over a hundred and fifty talented professionals. Our diverse client base consists of businesses, high net worth individuals, and tax-exempt organizations, with experience in various industries including manufacturing/distribution, construction, real estate, not-for-profit, healthcare, and professional services.
At our Firm, you will find that we are committed to maintaining high standards of excellence in delivering professional services that exceed our client's expectations and to creating an environment for our people that provides challenging opportunities and an enriching work experience. We have a caring and nurturing culture where our people individually grow and develop successful and rewarding careers.
As a member of our team, you would provide data support to our Client Service Operations. This role provides support throughout the client service team (tax and attest), cross functional projects, and identified areas of need. This position would be full-time, on-site, and does require regular overtime especially from late January through mid-April, including Saturdays.
Job responsibilities include but are not limited to:
- Manage, review and organize client information
- Utilize Datasnipper to obtain client information
- Assist in preparing tax returns and financial statements
A successful candidate will possess the following:
- Have a mindset of efficiency and problem-solving
- Maintaining comprehensive and accurate records while maintaining confidentiality
- Strong willingness to work with a team and collaborate to complete projects and tasks
- Exceptional attention to detail and organizational skills
- Self-motivated and driven, with a proactive approach to anticipating issues and resolving them quickly.
- Energized by working on simultaneous projects in our fast-paced environment
- Ability to work with and build meaningful relationships with multiple levels within the Firm
- Eager to learn and resourceful
- Ability to timely and accurately meet deadlines
Qualifications:
- Background in/understanding of the accounting services industry is preferred.
- Proficient in Microsoft Office applications (Word, Excel, PowerPoint), experience with Datasnipper is a plus
Pay:
• $23 per hour
For more information about our Firm, explore our website at CTBK.com.
For more information about our Firm, explore our website at CTBK.com.
CTBK is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. CTBK makes hiring decisions based solely on qualifications, merit, and business needs at the time.
Salary : $23
