Job Description

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.