Fund Accountant managing investment transactions and fund activities for State Street. Responsible for fund reconciliations, closing processes, and enhancing operational efficiencies.
About the role
- Accounting Specialist providing support to property tax team at Baker Tilly. Ensuring timely filing of appeals and maintaining accurate records in a dynamic environment.
Responsibilities
- The main responsibility of the Accounting Specialist will be to work primarily providing support to the property tax team including but not limited to providing mail support, scanning, addresses and parcel verification, and special projects.
- One of the most integral and important roles of the firm, the Accounting Specialist is responsible for ensuring that all appeals are filed timely, all accounts have proper agent authorizations and maintains any logs related to supplemental appeals (i.e. Texas litigation log).
- Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
- Create and update files and records both online and hard copy, track tax appeal deadlines in multiple jurisdictions
- Work with clients to help them navigate various client platforms
- Support team where needed in accomplishing client deliverables
- Input initial new client property, parcel, tax rates and value data into property tax database
- Maintain/update national client portfolios
- Promptly communicate roadblocks and inefficiencies as they arise
- Apply learning from one client engagement to the next
- Perform mailings and Federal Express shipping and deliveries
- Other duties and special projects as assigned
Requirements
- Associate's degree required, Bachelor's degree in accounting or related field preferred; Experience in lieu of a degree may be accepted.
- Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
- Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
- Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Experience and knowledge working within MS Office Suite and Salesforce preferred
- Strong adaptability and multi-tasking skills
- Ability to learn new technology and processes quickly
- Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
- A desire to work independently with clients
- Ability to work limited overtime as needed
Benefits
- Not specified
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