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Office Manager

3 months ago

Darien, United States Walter Berlingo & Co LLP Full time
Job DescriptionJob Description

Our well-established CPA firm located in Darien, CT is seeking a highly motivated Office Manager / Administrative Assistant to handle the administrative operations of our business. The ideal candidate will be someone who can impress both our clients and us with their communication and problem-solving skills. They will need to handle a variety of tasks and embrace technology.

Responsibilities:

  • Answer phone, book appointments, answer basic client questions
  • Greet and meet with clients and vendors
  • File hard copy and electronic documentation
  • Mail, postage machine, Fed Ex, certified return receipts, update mail log
  • Email, website, Zoom, Teams, Microsoft Office products
  • Manage our client portal, billing, and file document system
  • Manage our tax return e-filing system
  • Tax season admin, scanning, tax organizers, engagement letters, etc.
  • Key punch basic tax documents into our tax preparation software
  • Assist with transition to a paperless environment
  • Ad hoc projects
  • Provide feedback and recommendations for improvement on all levels

Requirements:

  • Bachelor's degree preferred
  • 5+ years of administrative experience
  • Previous experience working for a CPA firm is a plus but not required
  • Strong knowledge of Microsoft Office products
  • Knowledge of QuickBooks is a plus but not required
  • Excellent verbal, writing, organization, and communication skills
  • Proactive, detail-oriented with an exceptional degree of professionalism
  • Good team player

Personal / Professional Attributes:

We place a high value on doing what it takes to get the job done. Working well both with a team and also independently are essential. We offer competitive salary and benefits based on experience. The position is in-person and requires some additional hours during the spring and fall tax seasons.