FACPL_271 - Sureprep Admin

Position Summary

Key Responsibilities

• Lead the implementation and setup of SurePrep within the firm.
• Create and manage SurePrep binders for client engagements.
• Oversee the OCR (Optical Character Recognition) and document import process into CCH Axcess.
• Monitor and follow up with team members regarding new or missing client documents as they are received.
• Coordinate with TaxCaddy to ensure accurate and timely creation of SurePrep binders.
• Maintain system accuracy by verifying document uploads, binder statuses, and workflow completion.
• Act as the primary point of contact for SurePrep-related issues or troubleshooting.
• Collaborate with the tax team to optimize SurePrep and CCH Axcess workflows for efficiency.
• Provide training or support for team members using SurePrep and TaxCaddy.

Qualifications

• Previous experience with SurePrep, CCH Axcess, or TaxCaddy preferred.
• Strong organizational and communication skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Attention to detail with strong technical and administrative skills.
• Experience in a public accounting or tax preparation environment is a plus.