Tax Help Desk Associate

• Respond promptly to help desk inquiries to minimize workflow disruptions
• Provide clear, accurate, and timely resolutions to user issues
• Liaise with CCH Premium Support to resolve software-related issues
• Communicate software problems to internal IT-Support for firm-wide awareness and resolution tracking
• Roll forward tax returns annually across all firm locations
• Create second versions of returns as needed for review or correction
• Convert and restore returns from other CCH Axcess accounts or third-party software into the firm’s system
• Manage configuration sets, including creation and modification
• Assist with onboarding tasks such as adding signers, configuring return groups, and updating client IDs
• Support return conversion and office setup during mergers
• Perform backup and restoration of returns within CCH Axcess as required
• Add new users and assign locators for consolidated returns
• Generate transfer keys for locator migration from other firms
• Respond to user issues such as import errors, access requests, and usage anomalies
• Collaborate with internal and external K1X specialists to resolve issues

• Bachelor’s degree in Accounting, Information Technology, Business Administration, or a related field
• At least 2 years of related work experience in a help desk, tax operations, or software support role
• Hands-on experience with CCH Axcess Tax, GoSystemsRS Tax, and K1X preferred
• Strong analytical, problem-solving, and communication skills
• Exceptional attention to detail and ability to manage multiple priorities under time-sensitive conditions
• Must be willing to work West Coast hours (11:00 PM – 8:00 AM PH Time)

Familiarity with tax workflows and accounting firm operations is a plus

• Wellness program
• HMO coverage
• Rewards and Recognition program
• Free shuttle service (provided by CDC | for onsite employees)
• Free lunch meal (For onsite employees)
• On-demand learning classes
• Discretionary time off and Holidays
• Performance-based salary increase
• Discretionary incentive compensation based on client or individual performance
• Hybrid set up to selected roles/location, terms and conditions may apply
• CPA & Certification Assistance and Bonus Program