Tax Admin - Morling & Company

Join Our Team as our official Work Flow Coordinator

Are you detail-oriented, tech-savvy, and ready to be part of a supportive, professional team? We're looking for someone just like you to help keep our office running smoothly as our new Document Management Specialist! If you're looking to make a difference in a close-knit, high-impact public accounting firm where your contributions are valued, read onthis could be the perfect opportunity for you!

About Us

At Morling and Company we're not just a CPA firm; we're a team that's dedicated to providing exceptional service to our clients while fostering a positive, enjoyable work environment. We believe in empowering our team to do their best work, and that starts with hiring people who are passionate, detail-oriented, and ready to grow with us!

What You'll Do

As our Document Scanner and Filing Organizer, you'll be a key player in helping us maintain an efficient, paperless office. You'll work closely with our team to:

• Scan and Digitize important client documents, including tax returns and financial records, keeping everything neat, organized, and accessible.
• Ensure Quality by checking that all files are clear, complete, and stored accurately within our digital filing system.
• Support the Team with a keen eye for detail, making it easy for our CPAs and accountants to access documents quickly and efficiently.
• Maintain Confidentiality and uphold data security standards to keep our clients' information safe and secure.
• Administrative: answer phone calls, scheduling, greeting clients and data entry.

Why You'll Love Working Here

• Supportive Team Environment We're a small firm, which means you're not just a number hereyou're a valued member of our team, contributing to our overall success.
• Room to Grow Gain hands-on experience in a professional office, with potential for additional responsibilities and growth. We are your biggest cheerleaders and encourage professional growth.
• Make a Real Impact Every task you complete helps our team serve our clients more efficiently and effectively. Your work matters here!

What We're Looking For

We're looking for someone who's organized, motivated, and ready to jump in and help! Here's what you'll need to succeed in this role:

• Attention to Detail You take pride in doing things right the first time, even with repetitive tasks.
• Comfort with Technology Familiarity with scanners, computers, and digital file management will help you excel.
• Positive, Can-Do Attitude You're proactive and enjoy being part of a team.
• Background in Public Accounting or Law Firm Experience in either area, with a foundational understanding of taxes and accounting, is essential.

The Key to Success

• Ability to organize tax notices and audit data
• Ability to organize and sort all tax data in order of tax return schedules
• Knowledge of individual tax return schedules
• Basic accounting skills
• Ability to work and read spreadsheets

Benefits:

• 100% health, vision and dental for employee and 50% family 
• Holiday parties
• Professional development and growth opportunities
• Flexible and supportive work environment