Senior Paraprofessional na Rosen, Sapperstein & Friedlander, LLC
Rosen, Sapperstein & Friedlander, LLC · Towson, Estados Unidos Da América
- Professional
- Escritório em Towson
Rosen, Sapperstein & Friedlander, LLC (RS&F) is a rapidly expanding business advisory, tax, audit, and accounting firm with offices in Towson and Columbia Maryland. As one of the top firms in our region and fastest growing firms in the United States, our team of professionals assist clients in charting a course for success and serve as their trusted advisors.
RS&F differentiates itself by providing innovative strategic and operational advisory services through entrepreneurial business practices. In the marketplace, RS&F is recognized as the go-to firm for family offices, ultra-high net worth families, and middle-market businesses. RS&F's team is trained in the most up-to-date industry knowledge and best practices. We consistently provide close, personalized attention to our clients while offering them a wide range of resources and an extensive business network.
RS&F prides itself in a team culture that stresses independence, flexibility, opportunity, and empowerment. We maintain a platform that supports career development, personal growth, and unique professional journeys. RS&F is constantly evolving to meet the needs of both our team and clients, which translates into many long-term employee and client relationships.
The Senior Paraprofessional role is a hybrid role that is located in either our Towson or Columbia locations.
As a member of our Paraprofessional team, you will:
- Work closely with an assigned group of team members to support their client and engagement responsibilities
- Lead with a customer service centered attitude as you communicate with both internal and external clients
- Flourish in high energy, team focused environments where multi-tasking is key to your success
- Prefer an active day with a variety of tasks that may include client interaction or collection services
- Thrive on working independently in a diverse, fast paced environment
- Act with a high level of professionalism and confidentiality
- Be resourceful, efficient, and act with a sense of urgency when needed
Manage the Paraprofessional Relationship
- Meet regularly with assigned group of team members to review the status of their work and assist as needed
- Contact clients to request open items, AR payments, documents that need to be signed, etc
- Helping track process of work to meet client deadlines
- Follow up with team members on stagnant work
- Review and triage billing reports each month
- Coordinate other misc. matters on behalf of team members
Other Responsibilities
- Update system data such as workflows, contact info, routing statuses, portals, etc
- Draft or proofread documents, statements, memos, etc
- Pull or monitor various reports and data as requested to help ensure work is completed timely
- Coordinate scheduling requests and help manage the staffing plan for engagements
- Coordinate onboarding of new clients and NLC process for assigned group of team members
- Manage engagement letter process
- Coordinate year-end planning meetings
- Serves as backup support to the administrative processing as needed
- Special projects as assigned
Requirements
- Minimum 5 years' experience in a public accounting firm in a Tax Processing / Tax Admin / Paraprofessional (or equivalent) role required
- Minimum 5 years' experience with responsibilities listed in job description
- Ability to multi-task in an organized and efficient manner with strong follow through and attention to detail
- Results oriented problem solver with ability to multi-task and meet deadlines
- Proficient typist (40> wpm); professional writing style
- High level of aptitude in all Microsoft Office products (Word and Excel primarily, PowerPoint occasionally)
- Professional and friendly demeanor on the telephone and in person
- Ability to use office equipment, including but not limited to a computer, copier, and telephones as well as related software programs
- Ability to understand and fulfill oral and written directions
- Customer service skills and team-oriented mindset
- Project Management / Organizational Skills
Benefits
• Paid Time Off
• RELAX Half Day Fridays in the summer
• Retirement Plan (401 (k) Profit Sharing)
• Employer Paid Disability
• Paid Family Leave
RS&F provides equal employment opportunities to all team members and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other status protected by federal, state, or local laws. We are committed to complying with all federal, state, and local laws and all other employment laws and regulations. RS&F is dedicated to the fulfillment of this policy in regard to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
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