• Sharing department directives and providing training to administrative staff on industry/office specific processes.• Acting as liaison between the department admin staff and OA.• Leading, supervising, and/or coordinating administrative processes and team members within a department.• Working within the region on shared administrative processing/duties as coordinated through office management.• Work with spreadsheets, track data in a database, time record keeping and client maintenance.• Assist office administrator, partners, managers and staff with all office activities, including: coordinating client meetings, scheduling appointments, and composing correspondence.• Print and assemble final versions of tax returns for corporations, individuals, partnerships, payroll, nonprofit and financial institutions.• Electronically track and save returns according to Firm guidelines. Responsible for producing extensions tracking. Lead support for return processing.• Organize incoming client information.• Setting up new clients and maintains existing client data in the practice management system.• Composing and typing routine correspondence including orders, memos, letters, and reports.• Performing miscellaneous scanning, filing, faxing, and copying duties as needed.• Reviewing, sorting and routing incoming mail; distributing outgoing mail.• Greeting visiting clients and directing them to the correct person.• Answering telephones and giving information to callers; routing calls to appropriate personnel.• Ordering and stocking office supplies.• Completes projects as assigned by the Office Administrator, Market Leader and/or Department Heads.• Ensures timely and accurate performance on assigned projects.• Maintains compliance with project budgets, turnaround times, and deadlines.

• Manage and prioritize incoming workflow to meet all deadlines in a deadline-focused environment.• Answer phones with professionalism, greet clients and direct them to the correct person.• Coordinate staff meetings, conference calls and webcasts.• Assemble final versions of tax returns for, individuals, partnerships, corporations, private foundations and other entities. Deliver electronically or via mail.• Electronically update and monitor the status of tax returns and other projects according to Firm guidelines.• Review, sort and route incoming mail; distribute outgoing mail.• Create or update data using Excel spreadsheets.• Update and monitor database information, including time record keeping and client demographic information.• Assist partners, managers and staff with all office activities (faxing, scanning, copying).• Research information for partners, managers and staff using the internet and other resources.• Enter daily check deposits electronically.• Compose and type routine correspondence including orders, memos, letters and reports.• Order and stock supplies.• Perform additional administrative responsibilities when needed.

• Review resumes to ensure candidates are a good match with the job they are applying for.• Assist with the job write-up for posting new jobs.• Consistently opening and closing jobs as assigned across a variety of platforms.• Assist in scheduling candidates interviews with clients.• Responding to phone calls and emails both personally and for the company.• Excellent at editing resumes for our candidates to stand out.• Other duties as assigned.

• Experience preparing closing disclosures (CD).• Collaborate with lenders, real estate agents, and buyers/sellers to ensure closing date occurs on time.• Draft legal documents, including affidavits and deeds in both Georgia and Alabama.• Ability to process lender and owner title policies.• Assist lenders with re-execution of documents to ensure quality product.• Consistently working with multiple counties to record documents to properties.