IT Service Analyst II
$65K - $70K/yr
... and SurePrep (desired) * Experience supporting end-users in a Microsoft environment * Strong ... Associates degree in an IT related field or combination of education and technical training ...
IT Service Analyst II
$65K - $70K/yr
... and SurePrep (desired) * Experience supporting end-users in a Microsoft environment * Strong ... Associates degree in an IT related field or combination of education and technical training ...
IT Service Analyst II
Los Angeles, CA · On-site
$65K - $70K/yr
... and SurePrep (desired) * Experience supporting end-users in a Microsoft environment * Strong ... Associates degree in an IT related field or combination of education and technical training ...
IT Service Analyst II
Los Angeles, CA · On-site
$65K - $70K/yr
... and SurePrep (desired) * Experience supporting end-users in a Microsoft environment * Strong ... Associates degree in an IT related field or combination of education and technical training ...
Associate Sureprep information
What are the typical responsibilities of an Associate Sureprep in a tax preparation firm?
As an Associate Sureprep, your primary responsibilities revolve around organizing, scanning, and preparing client tax documents for efficient processing by senior tax professionals. You'll review financial statements, ensure data accuracy, and use specialized software to digitize and categorize documents according to firm protocols. Collaboration with tax preparers and accountants is common, especially when clarifying documentation or resolving discrepancies. This role provides a strong foundation in tax compliance processes and offers opportunities to learn advanced tax preparation skills over time.
What are the key skills and qualifications needed to thrive as an Associate Sureprep, and why are they important?
To excel as an Associate Sureprep, you typically need a background in accounting, attention to detail, and strong organizational skills, often supported by a relevant degree or coursework. Familiarity with tax preparation software such as SurePrep 1040SCAN, document management systems, and proficiency in Microsoft Excel are commonly required. Effective communication, reliability, and the ability to manage deadlines are essential soft skills for collaborating with team members and handling confidential information. These competencies are vital to ensure accurate, efficient tax document processing and high-quality client service during peak tax seasons.
What is the difference between Associate Sureprep vs Tax Preparer?
| Aspect | Associate Sureprep | Tax Preparer |
|---|---|---|
| Required Credentials | High school diploma or equivalent; certification in tax software often preferred | High school diploma or equivalent; often requires IRS PTIN registration |
| Work Environment | Typically in tax preparation firms, accounting departments, or remote settings | In tax offices, accounting firms, or freelance settings |
| Employer & Industry Usage | Used by tax firms, accounting companies, and financial services | Used by tax preparation services, accounting firms, and independent preparers |
The Associate Sureprep role primarily involves using tax software to prepare and review tax documents, often under supervision. A Tax Preparer may perform similar tasks but can also handle more direct client interactions and complex filings. While both roles require basic tax knowledge, Associate Sureprep positions focus more on software proficiency, whereas Tax Preparer roles may demand broader tax knowledge and client communication skills.
What is an Associate Sureprep?
An Associate Sureprep is a professional who assists in the preparation and review of tax documents, primarily using SurePrep software, which streamlines and automates the tax preparation process. They typically work in accounting firms or tax departments, supporting senior accountants or tax preparers by organizing, entering, and verifying client financial information. Their responsibilities may include gathering necessary documentation, ensuring accuracy, and helping maintain compliance with tax laws. This role is ideal for individuals interested in developing their accounting skills and gaining experience in tax preparation.
What are the most commonly searched types of Sureprep jobs in California? The most popular types of Sureprep jobs in California are:
Job description
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
We are currently seeking a Service Technician to support our IT operations team in our Los Angeles, CA office. Under the overall supervision of the Senior IT Services Manager, the Service Analyst II provides second and third level hardware, software, and foundational networking support. Supported by IT team members and management in other Withum offices, this individual is accountable for providing outstanding customer service, technical support to staff throughout the Firm and servicing in a mentoring role for all IT Team Members at the Generalist level.
Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How You'll Spend Your Time:
- Daily monitoring of the incident management system (ITSM) to ensure tickets are distributed and addressed in a timely manner
- Timely acknowledging support requests
- Documenting, tracking, and resolving issues within published service level agreements
- Documenting and tracking hardware distribution via firm asset management software (ITAM)
- Effectively communicating support efforts and resolutions
- Providing 2nd and 3rd level hardware, software, and fundamental networking support
- Delivering remote support to users throughout the Firm via phone, email, chat or our remote support platform
- Acting as an onsite representative for technology initiatives
- Assisting management in proactively meeting the technology needs of the office by keeping IT management abreast of issues and activities
- Working closely with members of the IT team to ensure successful completion of technology projects throughout the Firm
- Seeking and creating opportunities of growth through automation, innovation and process improvement
- Other responsibilities may be assigned as needed
- Completing all required CPE learning hours and yearly goals effectively and timely
- Minimum 3 years working experience in related support service field
- Strong working knowledge of accounting applications, such as CCH Engagement, Thomson GoSystem Tax, XCM, TaxCaddy and SurePrep (desired)
- Experience supporting end-users in a Microsoft environment
- Strong working knowledge of but not limited to - Microsoft Products including Teams, Microsoft 365, OneDrive, SharePoint and Outlook
- Associates degree in an IT related field or combination of education and technical training required
- Windows 10/11, CompTIA A+, or CompTIA Network+ or Microsoft Azure certification
- Experience troubleshooting computer and mobile device hardware
- Foundational knowledge in video conferencing and audio-visual hardware
- Understanding of networking fundamentals
- Understanding of Basic ITIL Process, SLA, Priority & Severity Matrix
- Self-motivated and dedicated to continual personal and professional improvement
- Strong verbal and written communication skills are imperative for documentation and the translation of technical subjects to non-technical staff
- Flexibility to adapt quickly to change within the Firm and within the accounting industry
- Must be able to work extended hours when required
- Ability to lift up to 50lbs
- Experience working in a public accounting, or other professional services, firm a plus
- Willingness to travel to remote offices as needed
The compensation for this position ranges from $65,000 - $70,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.
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WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
About Withum
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Princeton, NJ, US
Year founded
1974