Client Project Coordinator Job Opening in Pittsfield MA

Pittsfield, MA

$20-23/hour

Direct Hire

TEC is recruiting for a Client Project Coordinator for a local Accounting firm. This role encompasses many different aspects, as listed below:

Client Project Administration:

1. Financial statements- typing, linking Word & Excel, formatting, range naming in Excel, publishing financial statements in PDF, using Adobe Acrobat Pro, binding final copies using Velo-Bind Machine
2. Data input for computerized general ledger system – Bookkeeping using QuickBooks 
3. Correspondence – letters and reports
4. Input data in ProSystem Practice Management
5. Preparation of computerized billing/statements
6. Preparation of computerized weekly and monthly reports
7. Check writing
8. Answer telephone and greet clients in a friendly and professional manner.

Data, Tax and Project Management:

1. Data entry and database management 
2. Project management – coordinating client project resources, client data and tracking projects
3. Print organizers
4. Electronically proforma tax returns
5. Communicate for authorizations
6. Assemble tax returns for clients
7. Print K-1’s
8. Complete and Print Annual Reports for clients 

Assist Firm Administrator:

1. Computer maintenance
2. Inventory and Order supplies
3. Office and equipment maintenance
4. Administrative records
5. Schedule training sessions for staff

Business Processes Improvement

1. Analyze process performance and develop implementation solutions

Miscellaneous:

1. Mail - incoming & outgoing
2. Receive and ship client records
3. Bring postage meter to post office as needed for inspection
4. Keep reception room and conference room neat
5. File maintenance 
6. Fill in wherever needed to make the front office run smoothly and efficiently
7. Certified mail receipts
8. Combine workpapers

Requirements:

The ideal candidate will be able to successfully accomplish the above tasks and have excellent customer service and organizational skills. This candidate will present themselves in a professional manner at all times and reflect this organization in the best light. This candidate will also have extensive knowledge of the MS Office Suite, Adobe, QuickBooks, and be able to quickly learn new database systems.