Database and Staff Administrator

4 weeks ago


Magnolia, United States PE CPA Full time $15 - $20
Job DescriptionJob Description

Job Summary:
PE CPA PLLC is seeking a detail-oriented and organized Network and Staff Administrator to join our team. The candidate’s key role is to monitor and learn how to maintain the company’s project management app, TaxDome.

This individual will also be responsible for handling administration duties, including answering phones, handling company inquiries, document scanning, organizing tax documents, mailing forms and cards, and other duties as assigned.

Duties:

  • Learn how to operate and maintain Project Management software – TaxDome
  • Organize tax documents for tax return preparation
  • Oversee and support all administrative duties in the office and ensure office is operating smoothly, including:
  • Answer new client inquiries
  • Onboard new clients
  • Answer, screen, and forward incoming phone calls
  • Capable of addressing client needs, and creating and writing responses via emails and/or letters
  • Coordinate functions, meetings, ordering Catering, etc.
  • Operate office machines, such as photocopiers, scanners, and individual computers
  • Ensure that the office environment is clean, professional, and secured
  • Run errands as needed

Experience & Qualifications:

  • 2-3 years’ experience in office setting, preferable with an accounting firm
  • Excellent computer skills
  • Proficient in Microsoft Office Suite
  • Demonstrable communication and people skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Creative approach to problem solving, both independently and as part of a team
  • Ability to think and work independently.
  • Ability to take initiative and follow through on requests to ensure a timely and successful completion.
  • Ability to be resourceful and proactive when issues arise
  • Strong written, verbal, and time management skills.

 

Company DescriptionPE CPA is a boutique-style firm tailoring accounting services and tax strategies to maximize our clients’ benefits. Meticulous attention to detail and our obsession with providing excellent service is what sets our boutique style firm apart from other mass producers. We strive to leave a personal, positive impression with each interaction. Forming and keeping strong relationships is important to us because we view our connection as a long-term engagement. We are in it for the long haul. We pride ourselves on the power we give to those we work with so they can focus on what is most important to them.Company DescriptionPE CPA is a boutique-style firm tailoring accounting services and tax strategies to maximize our clients’ benefits. Meticulous attention to detail and our obsession with providing excellent service is what sets our boutique style firm apart from other mass producers. We strive to leave a personal, positive impression with each interaction. Forming and keeping strong relationships is important to us because we view our connection as a long-term engagement. We are in it for the long haul. We pride ourselves on the power we give to those we work with so they can focus on what is most important to them.

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