Document Management Specialist
Job Type: Full-time/Part-time, Hourly
Large nationwide accounting firm is seeking a document management specialist with 1-3 years of experience who likes to be challenged and is committed to growing professionally. Experience in an accounting environment is a plus.
Qualifications:
- Initiate contacts with clients to ensure all required documents are requested
- Follow document management communication protocol
- Manage all incoming client documents
- Obtain documents from new clients, download tax-only documents, manage HubDoc
- Support onboarding process for new clients
- Manage and add documents in the CRM
- Team-player mentality and positive attitude
- Basic to intermediate knowledge of Excel, general ledger review, Adobe Acrobat Pro and accounting software
- Ability to work in a fast-paced environment
- Excellent verbal and electronic communication
- Excellent technological skills and attention to detail
- Confident working independently in a dedicated home office
- Outgoing personality.
This position offers excellent benefits including the ability to work remotely from home. Our firm provides workstation equipment with dual 23" monitors for proficiency.
This Job is Hourly. We are production based and working hours are not set to 8 to 5 only. You will be given production expectations based on your work hours.
Mission Statement
ABA is passionate about providing exceptional service to every client – reflected in our attitude, knowledge, diligence, timely replies, accurate reports, and tax returns; all of which are designed to help each client realize more profit and minimize their income tax burden.
ABA is committed to providing a work culture that is positive, respectful, team-oriented, and in which each ABA team member is expected to pursue personal growth and to do whatever it takes to ensure that each ABA client receives exceptional service.
Job Types: Full-time, Part-time
Pay: From $16.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Education:
- High school or equivalent (Preferred)
Experience:
- document management: 1 year (Preferred)
- accounting: 1 year (Preferred)
Work Location: Remote