Job Description

• Calculate tax refunds
• Follow up with government taxing bodies for timely issue of refunds
• Perfectly reconcile tax refunds issued against client records as to what refunds are due
• Build and maintain constructive relationships with governmental agencies
• Demonstrate excellent communication, problem-solving, and listening skills
• Provide customer service regarding refund status issues
• Manage multiple tasks, files, and information in an organized and efficient manner
• Under supervision of attorney, contact both government bodies (tax collectors, tax claim directors) and clients by phone and email as needed to ensure payment of outstanding refunds 
• Perform administrative and clerical tasks such as data entry, sending reminders, uploading documents, and contacting stakeholders to discuss refund and account statuses
• Keep attorneys and AR Department apprised of status of refund collection process and any ongoing issues
• Work collaboratively with accounting department to ensure accuracy in finances
• Generate and deliver reports as required

• High school diploma or equivalent
• 1+ years of experience in bookkeeping preferred
• Proficiency in Microsoft Excel along with Outlook and Teams preferred. Ability to prepare Excel spreadsheets to mathematically calculate and reconcile amounts to the penny
• Strong attention to detail and organizational skills
• Excellent communication and customer service skills
• Ability to work independently and manage time effectively
• Professional who can build relationships with both internal and external stakeholders which will include government taxing authorities, clients, attorneys, and other internal staff