Administrative Coordinator

About the role

Chiampou Travis Besaw & Kershner (CTBK) is a locally owned and operated full-service accounting firm based in Amherst, NY. With over 150 talented professionals, we provide businesses and high net worth individuals with assurance, accounting, tax, and business consulting services across industries such as manufacturing/distribution, construction, real estate, not-for-profit, healthcare, and professional services. This position supports our Tax Team with data and workflow assistance, as well as broader tax operations support. The role is full-time, onsite, and requires regular overtime, particularly from late January through mid-April and late-August through early-October, including Saturdays during those periods.

Responsibilities

• Manage, review, and organize client information for the tax team
• Analyze information received and request missing or additional information in a timely manner
• Manage trackers, including tax document inventory and master lists of clients
• Facilitate new client setup and onboarding processes
• Utilize various software to extract client information and keep workflows moving forward
• Manage and maintain client billing information
• Process 1099s and K-1s through the internal system
• Assemble and deliver returns to clients
• Manage tax notices and POA tracking, routing, and administration

Requirements

• Mindset of efficiency and problem-solving
• Ability to manage comprehensive and accurate records while maintaining confidentiality
• Strong willingness to work with a team and collaborate to complete projects and tasks
• Exceptional attention to detail and organizational skills, especially in managing workflow processes
• Self-motivated and driven, with a proactive approach to anticipating and resolving issues quickly
• Energized by working on simultaneous projects in a fast-paced environment
• Ability to work with and build meaningful relationships at multiple levels within the firm
• Eagerness to learn and resourcefulness
• Ability to timely and accurately meet deadlines

Qualifications

• Background in or understanding of the accounting services industry is preferred
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint)
• GED or high school diploma required
• Prior administrative experience is preferred

Pay

$23.00 per hour