Administrative Assistant
3 weeks ago
Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box?
A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works with high-net-worth clients across multiple industries. We have the sophisticated clientele, services, and software larger firms have but deliver it via a more personalized service platform.
If we sound like the place where your skills can support our mission – and you’re ready to break the mold of what clients expect when working with their accountant – you could be the perfect fit as our next Administrative Assistant.
You’ll be responsible for…
- Providing support for all staff
- Answering and directing incoming phone calls in a friendly manner
- Sorting and distributing incoming mail
- Preparing mailings, UPS, FedEx and messenger packages, including going to the post office, FedEx or UPS facilities as needed
- Finalizing letters/notices and drafting engagement letters as requested
- Scanning client documents and monthly statements
- Creating client codes and locators and updating accounts in practice management program
- Preparing, printing and collating tax organizers
- Organizing and processing incoming client data
- Creating SurePrep binders
- Assembling paper and electronic tax returns (individual, trust, entities, gift tax, estate tax) using SafeSend
- Coordinating and preparing batch filing (monthly/deadlines)
- Recording chargeable client expenses
- Attending firm committee meetings and record meeting minutes
- Coordinating services to maintain the office as directed by office managing partner
You need…
- A bachelor’s degree with a concentration in business administration preferred
- A minimum of 3-5 years of administrative or operations experience supporting a partner and/or senior executives in a fast-paced, confidential, professional services environment
- Skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving
- An ability to incorporate creative approaches to various projects by taking initiative and working independently
- A keen sense of accuracy and a strong attention to detail
- An advanced working knowledge of MS Office Suite, with a certification and PowerBI experience a plus (skill testing required)
- Basic accounting knowledge (not required, but a plus)
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