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The Role
The Tax Help Desk Associate supports tax professionals by resolving technical software issues, managing tax software, and assisting in system configurations and user management.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
We are seeking a detail-oriented and responsive Tax Help Desk Associate to support our accounting firm’s tax professionals and ensure smooth operation of tax software applications. This role is critical in maintaining productivity across the firm by resolving technical issues, managing software configurations, and supporting tax-related processes.
Position Responsibilities:
Help Desk Support:
- Respond promptly to help desk inquiries to minimize workflow disruptions.
- Provide clear, accurate, and timely resolutions to user issues.
Vendor & IT Coordination:
- Liaise with CCH Premium Support to resolve software-related issues.
- Communicate software problems to internal IT-Support for firm-wide awareness and resolution tracking.
Tax Software Management:
- Roll forward tax returns annually across all firm locations.
- Create second versions of returns as needed for review or correction.
- Convert and restore returns from other CCH Axcess accounts or third-party software into the firm’s system.
System Updates & Configuration:
- Manage configuration sets, including creation and modification.
Merger Integration Support:
- Assist with onboarding tasks such as adding signers, configuring return groups, and updating client IDs.
- Support return conversion and office setup during mergers.
Backup & Restoration:
- Perform backup and restoration of returns within CCH Axcess as required.
GoSystemsRS Administration:
- Add new users and assign locators for consolidated returns.
- Generate transfer keys for locator migration from other firms.
K1X Application Support:
- Respond to user issues such as import errors, access requests, and usage anomalies.
- Collaborate with internal and external K1X specialists to resolve issues
Qualifications:
- Bachelor’s degree in Accounting, Information Technology, Business Administration, or a related field.
- At least 2 years of related work experience in a help desk, tax operations, or software support role.
- Hands-on experience with CCH Axcess Tax, GoSystemsRS Tax, and K1X preferred.
- Strong analytical, problem-solving, and communication skills.
- Exceptional attention to detail and ability to manage multiple priorities under time-sensitive conditions.
- Familiarity with tax workflows and accounting firm operations is a plus.
- Must be willing to work West Coast hours (11:00 PM – 8:00 AM PH Time).
- Work Setup: Hybrid – Initial 3 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site.
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Top Skills
Cch Axcess Tax
Gosystemsrs Tax
K1X
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
