WilkinGuttenplan

Bookkeeper

• Collaborate with Finance/Billing team and Partners/Accountants to ensure accurate and timely billing and collections, including WIP balances for firm clients.
• Assist with running necessary daily, weekly, and monthly reports from Time and Billing system.
• Process incoming deposits for accounts receivable and generate corresponding reports on billing activity with clear and reliable data.
• Manage and maintain AR/Collections daily.
• Assist with collections correspondence and follow up with clients.
• Receive and coordinate incoming payments and apply appropriately to client accounts.
• Set up new clients and maintain all client data in Time and Billing system.
• Train all new hires in Time and Billing system, including time entry, expense reimbursement and billing procedures.
• Assist with staff inquires, updates and changes within Time and Billing system, including budget inputting.
• Semi-monthly review and approval of employee expense reimbursement reports.
• Generate monthly statements for clients.
• Assist with processing client invoices and deposits, reviewing WIPs and generating corresponding reports/analyses.
• Other tasks as assigned.

Billing & Client Accounts Coordinator

Marketing

• Support the firm’s service lines and practice groups such as International Tax, Life Sciences, Trusts & Estates, Employee Benefit Plans, A&A, Tax and Financial Services through activities such as:
• Conduct monthly check-ins with Practice Leaders (PLs) to track progress against marketing strategies.
• Attend practice group meetings and ensure marketing initiatives are aligned with business development goals.
• Identify and support thought leadership opportunities, including articles, webinars, podcasts, and speaking engagements.
• Support marketing initiatives for the firm’s referral groups, including banking and attorney networks.
• Conduct research projects to identify speaking opportunities, sponsorships, and marketing partnerships.
• Manage vendor relationships for firm sponsorships and marketing initiatives.
• Identify and coordinate opportunities for thought leadership and brand visibility.
• Manage and execute the firm’s social media strategy across all platforms.
• Develop and maintain a content calendar that supports recruiting, thought leadership, events, trade shows, and firm campaigns.
• Generate creative content ideas and campaign concepts, including recruiting, thought leadership, trade show and conference as well as holiday and firm culture campaigns.
• Collaborate with the firm’s design team to develop visual assets for posts and campaigns.
• Manage and optimize social media advertising campaigns.
• Monitor and report on social media analytics, including engagement, growth, and campaign performance.
• Conduct competitor analysis and trend research to identify new marketing opportunities and content ideas.
• Coordinate podcast logistics, including scheduling, preparation, and promotion of episodes.
• Serve as the marketing liaison to HR, supporting recruiting marketing initiatives, Early Career Professionals programming and our Intern program marketing support.
• Develop and deliver LinkedIn and marketing onboarding presentations for associates and interns to help strengthen personal branding and firm visibility.
• Support day-to-day marketing operations, including client gift coordination, company store management, Firm intranet updates and upkeep, trade show and event logistics as well as sponsorship coordination.
• Assist with PowerPoint presentation design and internal marketing materials.
• Create small internal graphics as needed.
• Participate in and support firm initiatives such as the Culture Committee.
• Support the team with additional tasks as assigned.

Marketing Coordinator

Administrative Assistant

• Assemble and process tax returns for both electronic and hard copy delivery to clients.
• Compose and continuously update client proposals and engagement letters.
• Arrange spreadsheets and miscellaneous reports as requested.
• Assist with drafting new client forms.
• Assist with processing of engagement letters.
• Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing).
• Draft Power of Attorney, Installment Agreements, etc.
• Process 1099’s.
• Process IT 204 LL’s.
• E-Filing.
• Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
• Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking as deadlines approach.
• Collaborate with the administrative team to ensure daily workflow is being effectively handled.
• Diligently review and notarize documents (Notary not mandatory but would be a bonus).
• Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.