Apercen Partners LLC

Quality Control Data Associate

Job Locations US-CA-Folsom
Posted Date 1 month ago(10/15/2021 3:00 AM)
Job ID
2021-1200
Department
Business Operations

Overview

Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families.  Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries.  Our growth has been driven by superior client service and supported by an innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization

Position Summary

Under the guidance of the Business Operations Manager, the Quality Control Data Associate supports quality control initiatives by maintaining practice management database and monitoring/ reviewing various firm quality standards.

Responsibilities

Essential Functions

  • Receive client and staff information from client service teams and operations leaders
  • Enter received data into central database in accordance with established standards
  • Ensure completeness and validity of all new and existing client and staff data; follow up on incomplete records
  • Respond to data inquiries; retrieve data as requested and generate related reports
  • Provide practice management new hire trainings
  • Assists with e-filing and Tax Quality Review to ensure tax files are stored properly in accordance with Firm standards
  • Maintain vendor portals by receiving, storing, distributing, and purging various documents
  • Comply with data integrity and security policies
  • Identify process improvement opportunities related to data maintenance data
  • Assist with various special projects

Qualifications

Qualifications

  • BA degree in accounting, finance, business administration or related field or equivalent work experience with data entry
  • Basic knowledge of tax returns, forms, processing, and terminology
  • Experience with Microsoft Office Suite
  • Exceptional attention to detail, accuracy, thoroughness, and consistency
  • Excellent time management and multi-tasking abilities
  • Strong follow up and organization skills
  • Highly motivated, self-starter with the ability to work independently and with limited supervision
  • Exhibits a high degree of integrity, ethics, and trustworthiness

 Desired Qualifications            

  • 1-3 years of experience in in Tax or Accounting at a CPA or professional services firm, preferred
  • Familiarity with Practice CS or similar professional/ service practice management system, preferred

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