Professional Services Assistant

3 days ago

Tucson, Arizona, United States Joyful Jobs Full time

Job Title: Professional Services Assistant

Estimated Salary: $60,000 - $80,000 per year

About the Role:

We are seeking a highly skilled and detail-oriented Professional Services Assistant to join our team at Joyful Jobs. This role will involve providing administrative support to our accountants and managing the firm's administrative operations.

Key Responsibilities:

  • Manage client contact information in our client relationship management software
  • Draft various documents and coordinate the process of obtaining client signatures
  • Use project management software to track work in progress across the firm
  • Communicate directly with clients to obtain information required to complete tax returns
  • Receive and organize client records, digitize them, and return physical records to clients
  • Perform initial preparation work for tax returns, including inputting simple financial information into tax software
  • Schedule appointments, take messages, run errands, and provide general support to professional staff as needed
  • Assist accountants with basic audit procedures and occasionally visit client sites to perform work
  • Provide reception and administrative support, including making and answering telephone calls and assisting clients in the office

Qualifications, Skills & Required Attributes:

  • High school diploma or equivalent; some college coursework or relevant prior experience is preferred
  • Strong organizational and time management abilities
  • Excellent verbal and written communication skills
  • Proficient in MS Office (Word, Excel) and willing to learn specialized accounting, tax, audit, and project management software
  • No accounting or tax experience required, but willingness to participate in online training classes as part of initial training
  • Strong problem-solving skills with attention to detail and high level of professionalism and confidentiality
  • Ability to work independently, prioritize tasks, and take initiative in a fast-paced environment
  • A collaborative mindset with a positive, can-do attitude
  • Strong analytical abilities for managing data and reporting
  • Willingsness to consent to a background check and credit check if hired

What We Offer:

  • Competitive salary, 40 hours of sick time, and 4 weeks of paid time off (vacation and holidays)
  • Opportunities for professional growth and development with a growing small business that tripled revenue in 2024
  • Standard 35-hour work week with additional hourly pay for extra hours over 35 per week and overtime pay for 40+ hours per week
  • Flexible work hours, including up to 2-3 days per week of remote work if desired

Schedule & Additional Information:

  • Full-time position with flexible scheduling
  • Occasional flexibility to work evenings or weekends to meet client deadlines (unusual and infrequent)

Note: As part of our hiring process, finalists for this position will be asked to consent to a background check and credit check. We recognize that past criminal history or credit challenges do not necessarily reflect a candidate's current situation or potential. We encourage all qualified candidates to apply, regardless of background.

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