Workflow Administrator/Administrative Assistant

at  MBE CPAs

What’s the role?

Responsible for managing and overseeing the flow of tasks within a system, ensuring smooth operations by monitoring task progress, configuring workflows, and resolving issues to optimize efficiency across teams or departments within an organization. This includes:

• Maintain client management & tax software through cleanup, updating and inactivation.
• Implement, set up, maintain, train and report in PracticeERP.
• Assist with workflow management.
• Assist with Tax Training department setups & reports (summer-fall only).
• Track due dates for client returns.
• Coordinate calendars/scheduling events.
• Taskflow configuration.
• Assist with organized Firm groups such as meetings, notes, work follow up.
• Ability to train others - customer service skills.
• Knowledge of Netsuite Platform preferred.
• Other duties as assigned or requested.

WHAT EXPERIENCE AND SKILLS DO I NEED TO BE SUCCESSFUL?

• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong attention to detail and accuracy.
• Ability to maintain a high level of enthusiasm and dedication to the work at hand.
• Experience working on project teams.
• Ability to maintain confidentiality regarding client and/or employee matters.
• Experience working in NetSuite or related billing software a plus.

• Maintain client management & tax software through cleanup, updating and inactivation.
• Implement, set up, maintain, train and report in PracticeERP.
• Assist with workflow management.
• Assist with Tax Training department setups & reports (summer-fall only).
• Track due dates for client returns.
• Coordinate calendars/scheduling events.
• Taskflow configuration.
• Assist with organized Firm groups such as meetings, notes, work follow up.
• Ability to train others - customer service skills.
• Knowledge of Netsuite Platform preferred.
• Other duties as assigned or requested