Job Description

2-8
Bangalore, Hyderabad
Full-Time
Position Summary
We are seeking a detail-oriented and organized SurePrep Administrator to manage and oversee the implementation and ongoing administration of SurePrep (SP) for our tax department. This role will focus on ensuring seamless document management, binder creation, and integration with CCH Axcess and TaxCaddy systems to support the tax preparation process.
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.

Skills Required