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 the Topeka office. This is a temporary project that is expected to last up to 6 months (05/01/24 to 10/11/24 approximately). Full-time availability is preferred, up to 40 hours per week.

If you are the right person for this opportunity, you will have experience transferring data from department files and lead sheets in workflow and reconciliation 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 new 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 the new software including multiple self-reviews to ensure a high degree of accuracy
• Maintain data security measures
• 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 only, due to the nature of this position and team leader collaboration
• 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:

• 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.