General Ledger Support Specialist

About the Role

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Key Responsibilities

• Initiates, answers, and logs all client calls concerning the General Ledger Reporting Service; performs associated troubleshooting and assists users to maximize client retention, maintain relationships with referring CPAs, and to explain and maintain the integrity of accounting data supplied to clients and CPAs.
• Supports the General Ledger Reporting Service by fielding inbound calls and making outbound calls to clients and CPAs. May also distribute product information internally to Paychex users. Meets goals for telephone and e-mail response time to ensure quality customer service.
• Maintains knowledge of payroll and all ancillary products and services to assist branch personnel with general ledger and accounting issues.
• Assists clients and CPAs with entry of new client information into the General Ledger Reporting Service to ensure accuracy.
• Provides technical expertise regarding internet practices and PC functions to assist clients and CPAs with PC-related procedures, including file download, editing files, and import/export functions.
• Supports clients and CPAs on accounting software such as QuickBooks, Peachtree, Creative Solutions, and Datafaction to assist with import/export, making/deleting transactions, adding to/changing charts of accounts, and other troubleshooting.
• Proficient in all other supported third-party accounting software packages and Microsoft Excel to support clients.
• Utilizes familiar accounting terminology when speaking with accountants, but is also able to interpret the needs of clients with limited accounting knowledge to ensure appropriate customer service.
• Manually creates accounting data for clients and CPAs when the system is unavailable to ensure timely receipt of information.
• Develops, implements, maintains, and administers training programs for all new and current employees to optimize level of effectiveness and ability.
• Logs phone calls and email to build and maintain a database of client and CPA interactions.
• Required to work mandatory overtime during peak seasons to meet business demands.

Requirements & Tech Stack

• General Ledger Reporting Service
• CPAs
• Payroll
• Accounting
• PC functions
• PC-related procedures
• File download
• Editing files
• Import/export functions
• QuickBooks
• Peachtree
• Creative Solutions
• Datafaction
• Microsoft Excel
• Accounting software
• QuickBooks
• Peachtree
• Creative Solutions
• Datafaction
• Microsoft Excel
• QuickBooks
• Peachtree
• Creative Solutions
• Datafaction
• Microsoft Excel
• QuickBooks
• Peachtree
• Creative Solutions
• Datafaction
• Microsoft Excel

Qualifications

• H.S. Diploma - Required
• Payroll experience - Preferred
• Basic accounting knowledge - Preferred
• Customer Service - Preferred
• Editing - Preferred
• Budgeting - Preferred
• Microsoft Excel - Preferred
• Troubleshooting (Problem Solving) - Preferred
• General Ledger - Preferred
• Accounting - Preferred
• Paychex - Preferred
• Outbound Calls - Preferred
• Accounting Software - Preferred
• Inbound Calls - Preferred
• Sage 50 (Accounting Software) - Preferred
• Balancing (Ledger/Billing) - Preferred
• Bank Statements - Preferred
• Small Business Accounting - Preferred

Compensation

• Starting base pay range: $22/hr.
• This range is base pay only and does not consider other components of the total rewards package.
• Overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience.