DHG ranks among the top 20 public accounting firms in the nation. Headquartered in Charlotte, North Carolina with more than 2,000 professionals in 13 states, in 34 offices, we combine deep experience with a strong commitment to personal service. We are passionate about our people and helping our clients succeedand we do so through a resourceful approach to solving problems, providing solutions and helping our clients achieve their goals.
Manage and maintain complex calendars and coordinate appointments, meetings and conference calls, as well as greeting clientele and prospects into the office and other events as needed, both internal and external. Requires attention to detail as there is a high volume of appointments in a fast-paced environment.
Using advanced MS Word, PowerPoint, Excel, this position potentially generates and edits Proposals, Presentations, and Engagement Letters regularly.
Compose and create correspondence to clients or IRS Departments.
Setup and maintain client files, and other records
Assist Partners/Managers with billing, WIP, and Collections
Assist with financial statement preparation (typing, proofing, making corrections, binding)
Tax Processing - assemble various types of tax returns such as corporate, partnership, individual, fiduciary, estate, gift, payroll, and property taxes for Partner/Manager review and send to client
Review electronically-submitted returns for accuracy and to ensure the form is fully completed
Assist with travel logistics and booking utilizing Concur travel system and setup itineraries for Partners/Managers
Research internet and internal systems to provide client and prospect research as needed
Assist full time Administrative Staff with all phases of processing, scanning, filing, posting mail and other administrative duties as assigned
Receptionist relief as needed, stocking supplies, copiers, etc.
Potentially track and manage team schedules for client work, CRM, engagement letters and proposals, external training and knowledge share, internal training, etc.
Coordinate cross functional activities across teams and departments on an as needed basis
Exudes strong communication skills (verbal and written, including facilitating and presenting) on behalf of the departments
Demonstrates professional demeanor towards duties and responsibilities, particularly with regard to independence, professional ethics, and professional judgement
Approve weekly transactions for DHG's corporate credit card platform, if needed
Submit weekly expenses for Partners/Managers supported
Learn to use computer/technology and tax technology applications (e.g., Axcess Tax,
GoFileRoom, etc.) through on the job training
Review electronically submitted returns for accuracy and to ensure the form is fully completed
Provide progress updates on work completion
Organize, prep, preform data entry from client documents
Input data for automotive clients; including keying vehicles' schedules, invoices, and data sheets
Manipulate excel spreadsheets at a basic level
Handle sensitive and confidential business matters
Work closely with team to collaborate and provide feedback/input related to process improvement
Must be flexible - establish and maintain positive working relationships, maintain effectiveness in fast moving/changing environment with varying tasks and responsibilities
Must be self-motivated, reliable, and able to meet deadlines, organized and effective time management skills, and able to handle multiple tasks
HS diploma or equivalent certificate is required; Associates of higher degree is preferred
Bachelor's degree or coursework in accounting or related field is preferred
Prior customer service experience required
Professional services firm experience preferred
Proficiency using Microsoft Office programs including MS Word, Excel, PowerPoint, Outlook required
Proficiency using Adobe required
Strong proofreading, grammar skills and strong 10-key experience are required
Individuals are required to work Monday-Friday (8:00 am 5:00 pm), although a longer schedule and some weekends may be required. However, part time work schedule may also be available
May be required to lift items up to 25 pounds
Knowledge of the tax process preferred
Prior experience working as a functional member of a professional team is required
Previous experience managing multiple simultaneous tasks and projects and in a deadline-driven position is required
Previous experience with financial statement compilation preferred
Previous experience with STAR (timekeeping) and a CRM system is strongly preferred
Prior experience with computers and software preferred
Experience utilizing office technical tools, including office scanners, printers, copiers required
Dixon Hughes Goodman