Administrative Assistant
2 days ago
Here's what you will be doing in the role:
- Deliver outstanding customer service to clients and visitors both in person and over the phone, creating a positive and professional first impression.
- Provide comprehensive clerical support to assigned management, including creating and editing correspondence, managing calendars, and organizing meetings or conference calls.
- Maintain and prepare common areas such as the lobby and conference rooms to ensure a professional appearance at all times.
- Copy, collate, scan, and file documents, draft Service Agreements, Statements of Work, and process tax returns for clients.
- Assist in scheduling for tax, assurance, and client accounting and advisory services teams.
- Collaborate with the Firm Administration team to process and code vendor and client invoices accurately and efficiently.
- Performs all mail distribution, filing, and stocking office supplies or kitchen items, as needed.
- Utilize document management systems, such as File Cabinet, and other relevant software for efficient tracking and organization.
Education:
- High School Diploma or equivalent required; bachelor's degree in accounting or a related field preferred.
- Minimum of 3 years of administrative experience in a professional services firm.
- Familiarity with tax or accounting concepts preferred.
- Advanced proficiency with Microsoft Office Suite, including SharePoint, Word, Excel, PowerPoint, and Outlook.
- Experience with Adobe Acrobat and Thomson Reuters CS Suite is preferred.
- Exceptional communication skills with strong grammar, spelling, and punctuation.
- Superior customer service skills and ability to interact diplomatically with all levels of management and external clients.
- Strong organizational skills and attention to detail with the ability to manage multiple tasks and deadlines.
- Demonstrated ability to handle highly confidential information with discretion.
- Proactive team player with a problem-solving mindset and a commitment to process improvement.
- Must be able to lift and carry office supplies or packages as needed.
Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
More about Boos & Associates
About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
We are an independent member of the BDO Alliance USA.
As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
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