Receive and distribute incoming mail and packagesPrepare and track outgoing mail, including certified mail, FedEx, UPS, and client checksManage mailings and postage (Stamps.com)Track and reconcile petty cash Tax Administration SupportMonitor the Tax Data Inbox and organize incoming documentationCreate, label, and maintain digital and physical client tax foldersUpdate client statuses and create, update, or close jobs in AxcessSend and follow up on e-file authorizationsScan, save, and prepare documents for E-FilingProcess completed tax returns (email and physical delivery)Coordinate client payments (credit card and ACH)Prepare Powers of Attorney (POAs), route for signature, and submit to IRSMaintain organized client documentation and backup filesSupport recurring tax reporting tasks and seasonal workflows Client Billing & Lifecycle SupportPrepare and manage monthly client billingProcess client renewals and update engagement termsMaintain billing data in QBO, Axcess, and internal tracking systemsMonitor accounts receivable (A/R), send payment reminders, and maintain collections logManage NY and FL QuickBooks Online subscription billbacksManage subscription billbacksHandle client terminations, update records, deactivate billing, and archive folders Vendor & Firm Operations SupportMonitor and process recurring firm overhead payments (utilities, software subscriptions, etc.)Track vendor due dates and ensure timely paymentsMaintain organized records of invoices, receipts, and confirmationsMonitor Axcess projects and File Holder reports; update task statusesMaintain organized server files and directoriesUpdate and maintain internal SOPs and workflow documentationMonitor Axcess and Bitwarden Teams channels for incoming requestsProvide backup administrative support as needed Qualifications and Attributes You Will NeedHigh school diploma required; associate or bachelor's degree preferredPrevious administrative experience required (accounting or financial services preferred)Strong organizational and time management skillsExcellent verbal and written communication skillsProficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)Experience with QuickBooks Online and accounting software preferredStrong attention to detail and accuracy in data entry and recordkeepingAbility to manage multiple priorities in a deadline-driven environmentStrong problem-solving skillsAbility to maintain confidentiality of sensitive informationBenefits and Perks of Joining the SMG ABA TeamAt SMG ABA, we value our team members and offer a comprehensive benefits package to support their well-being and professional growth. Monitor office, kitchen, and supply inventory; perform weekly inventory checks and coordinate reordersRestock kitchen, bathrooms, private offices, and shared spacesWater office plants weeklyMaintain kitchen cleanliness: run dishwasher, clean sink, manage garbage, and discard expired food.