Temporary Client Data Coordinator

Mize CPAs Inc. was recently named a Top 200 Workplace for 2024 by USA Today! We are a leading regional accounting and IT firm with offices in Topeka and Overland Park, KS. Our firm works with clients in a number of industries and has a rapidly growing restaurant and hospitality division that serves clients nationwide.

We are looking for an in-person only Client Data Coordinator in or around the Topeka and Overland Park offices (1 per office). This is a temporary project converting clients into Smartsheet software that is expected to last up to 6 months (09/01/24 to 03/01/25 approximately). Full-time availability is preferred, up to 40 hours per week. Part-time availability up to 30 hours per week is a possibility as well. After initial training, a hybrid-remote work schedule can be discussed.

If you are the right person for this opportunity, you will have experience transferring data from department files and lead sheets into Smartsheet workflow software. Your experience should also include ensuring consistency, completeness, and accuracy of the data.

Essential Functions and Responsibilities:

• Work with department leader to determine all key data elements for Smartsheet workflow software
• Create and maintain a client data log to identify missing data and create a plan to work with department members and clients to complete any missing data elements
• Ensure all data is entered into Smartsheet software including multiple self-reviews to ensure a high degree of accuracy
• Maintain data security measures
• Ability to transition to a completely remote environment after training satisfied
• Must be available to work the hours required to meet deadlines for work assigned; this requires flexibility and working hours that may include weekend days, especially during busy periods

Requirements

Required Qualifications:

• In office work during training, due to the interaction necessary with the trainer; amount of time required will vary based on the individual's experience and abilities
• Individuals at this level normally have a High School diploma or equivalence
• Excellent organizational skills and attention to detail
• Ability to work independently to identify and address data-related issues
• Deep experience with MS Excel and Word
• Basic understanding of project management and tracking tools
• Excellent typing, proofreading, spelling, and grammar skills
• Maintain high level of confidentiality

Preferred Qualifications:

• Experience with Smartsheet work management platform
• Working knowledge of office practices and procedures
• Prior data entry experience
• Some college experience

Benefits

This role offers seasonal temporary employment, initially without benefits. However, the ideal candidate will transition to a full-time permanent position with comprehensive benefits.

Mize offers hybrid and/or remote working capabilities, upon completion of in-office training for this position.