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Office Supervisor

3 months ago

Jacksonville Beach, United States Swindell, Bohn, Durden & Phillips - CPAs & Advisors Full time

Who is SBDP?


SBDP is a midsize firm that provides excellent client service (tax, small business accounting, and audit) primarily to small business and healthcare providers. Our nonofficial motto is “how would you want _____ if you were the client?” Our clients are not just numbers, we go beyond the numbers to be trusted business advisors. Similarly, our staff are not just employees, but part of the work family. We are located blocks from the Atlantic Ocean and have a beach lifestyle attitude while giving the very best in client service.

While we work hard to service clients and provide them access to the best information and the healthiest financial outlook, we also believe in taking care of our staff. We have a uniquely open and friendly environment and highly flexible management team allowing any member of the team to suggest improvements, give or receive assistance with a project, and create growth opportunities.


We are looking for a multi-tasker with excellent communication skills and an upbeat attitude. Successful candidates should be professional, polite and have excellent organization.


This role is based in Jacksonville Beach and is 100% in-office.


Position Summary:


The Office Supervisor will manage front end, day-to-day operations. The Office Supervisor oversees our administrative team of Client Service Managers (CSM’s), and maintains office premises, office equipment, supplies and inventory. The Office Supervisor is reliable, well-organized and is responsible for strategizing and coordinating firm operations.


Job Description:


Administration

  • Assists with billing and collection—time reports and client charges.
  • Manages office supply and kitchen inventory. Oversees vendor management for building maintenance & repairs, office equipment, etc. Ensures office equipment is in good working order.
  • Manages department supplies (i.e. W2/1099 supplies).
  • Maintain Administrative Procedures Manual. Standardizes and periodically reviews procedures, forms, files, etc.; Review annual processes with departments and coordinates with CSM team (1099/W2); Maintains various checklists to ensure compliance (bookkeeping, compilations & tax).
  • Perform receptionist duties.
  • May be asked to run errands (post office, etc.) using personal vehicle.
  • Coordinates meetings, conferences and appointments as requested by partners and managers.
  • Other duties may be assigned.


Tax

  • Assembles tax returns
  • Route Sheet design changes


Accounting

  • Manages engagement letter process; Draft engagement letters and proposals; Coordinate with A&A department to ensure most recent compilation, review & audit language is used.
  • Schedule Peer Review every 3 years, schedule annual internal review.
  • Route Sheet design changes.



Preferred Job Qualifications:


  • Minimum of High school diploma, Associates degree in Business or Accounting is preferred.
  • Five (5) years of progressive administrative experience with at least one year of supervisory experience. Experience in CPA firm is preferred.
  • Strong organization skills and ability to juggle multiple tasks and priorities.
  • Experience with accounting.
  • Advanced computer skills (Office Suite, Thomson Reuters/Practice CS), and comfortable with new technology.
  • Ability to follow instructions, and read, write, and communicate clearly and concisely in English.
  • Ability to exercise judgment and confidentiality.
  • Ability to deal effectively and maintain cooperative working relationships with firm staff and clients.


WORK/LIFE BALANCE EMPLOYEE BENEFITS


At SBDP, we show our appreciation for our hardworking employees by offering a comprehensive work-life employee benefits package that starts on an employee’s first day. Our benefits package includes:

  • Generally only work 36 hours per week outside of busy season
  • Office is closed on Fridays May through December.
  • 100% Firm-paid Healthcare
  • 100% Firm-paid Dental Insurance
  • 100% Firm-paid Life Insurance
  • Firm Contribution to Health Savings Account
  • Flexible Spending Accounts
  • 401(k) & 401(k) Employer Match
  • 11 Firm-paid Holidays
  • Firm-paid Community Service Days


Location:


Jacksonville has it all – 22 miles of stunning beaches combined with all the amenities of a metropolitan hotspot. There are multiple professional sports teams, theaters, symphonies, world-class fishing, and an up-and-coming food and wine scene Best of all, Jacksonville is a spread-out, small city, so no need to worry about all the headaches of city life.