POSITION SUMMARY The Operations Associate is an essential member of the Operations department. Under the supervision of different professionals, Operations Associates perform a variety of tasks, including billing, administrative support for Tax, Audit, and CAS, tax return processing, audit compilation proofing/processing, front desk support, management of inbound calls, and some client communication.  THIS IS AN ON-SITE ROLE IN AUSTIN, TEXAS.   ESSENTIAL FUNCTIONS   * Creates and updates due date reports for departments and teams as pertinent deadlines approach.  * Creates, edits, and/or removes new tasks in Workflow software as requested by the Firm leadership.  * Troubleshoots due date report errors and/or provides different or more detailed information when requested.   * Prepares list of clients with outstanding information, and as directed, calls clients to follow up on tax organizers e-filing signature consents for tax returns, and/or other time-sensitive materials.  * Prepares client lists and manages the process, beginning to end, for distributing tax organizers and annual arrangement letters to clients.  * Attends Operations Department and related meetings as assigned.  Takes notes and reports any tasks assigned to the Operations Team. * Attends training as assigned to improve individual proficiencies and knowledge of updates to technology used by the Firm.  * Supports the Project Manager on major updates or rollouts of new and/or existing technology or processes.  * Researches and stays current on updates released for firm related software by completing all mandatory trainings and regularly practicing new skills.  * Manages the electronic delivery, extending, and filing of deliverables year-round. * PreparesCPE material and works with the necessary Staff to facilitate the event and conduct polling as needed.   * Monitors and completes requests that come in through the Admin staff inbox as assigned.   * Readies client data for workpapers that support the work of the Tax, Audit, or CAS Staff, including the Autoflow process & sending emails to clients with missing information, via the CPA mailbox.   * Responds to ad hoc document requests, including but not limited to POAs, change of address forms and engagement letters.  * Serves as a first point of contact to guests who visit the office, offering them refreshments and ensuring the reserved meeting space is in order. * Manages certified mail requests and ensures the delivery of certified mail to the Post Office. * Other duties, as assigned, by the Operations Coordinator or Lead Partner.     SKILLS AND ABILITIES   Education  Associate's degree required; bachelor's degree preferred.    Experience  Two to four years of experience in an Operations or Paraprofessional role, preferably in a public accounting environment.  Heavy Excel experience and proven proficiency in BI platforms/data analytics is strongly preferred.    Computer Skills   Proficiency with a Microsoft 365 environment, keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers.    Certificates & Licenses   CompTIA A+, Network+, Security+, Microsoft 365 Certified: Fundamentals, BI Certifications    Other Requirements   Microsoft Office/365 Applications, including Outlook, Word, Excel, Sharepoint, OneDrive, and Teams. Experience with Quickbooks, CCHAxcess, IDEA, CCH Document , Adobe, Depreciation Solutions, and Caseware are preferred.  The compensation for this position is $30.00-$35.00 per hour.   Atchley & Associates is an Equal Opportunity Employer.   #LI-DNI