Administrative Assistant for CPA Firm

9 hours ago


Martinez, United States Foreman and Milks, CPA's, PC Full time
Job DescriptionJob Description

Augusta GA CPA and Financial Services firm seeks an energetic Financial Administrative Assistant with a professional work approach to join our team You will assist in a variety of clerical functions and administrative support for internal staff. must be able to pass a background check. Overtime is necessary from January through April. Salary commensurate with experience.

 

RESPONSIBILITES

* Promptly answer and direct inbound calls
* Greet and assist clients
* Process new investment account applications
* Maintain CEO's calendar, certifications, etc.
* Collate tax returns following strict guidelines
* Update client information in multiple databases
* Copy, scan, email, and file documents as necessary
* Data entry
* Manage incoming and outgoing mail daily
* Other projects as assigned

 

QUALIFICATIONS

* Previous experience in a professional office environment, preferably an accounting/tax background
* Dependability
* Strong organizational skills
* Ability to multitask and prioritize daily workloads
* Extensive experience with Microsoft Office
* Effectively work under pressure and deadline driven
* Excellent written and verbal communication skills
* Strong attention to detail
* Ability to work independently and as a team member

 

 



EDUCATION

* Associates degree or equivalent work experience


BENEFITS

* Retirement plan - SIMPLE Plan with company match
* Vacation/Personal time - 2 weeks annually after 1st year
* 10 paid holidays - New Year's Day, day after tax deadline, Memorial Day, July 4th, Labor Day, Thanksgiving, day after Thanksgiving, Christmas Eve, Christmas Day, New Year's Eve

 

Company DescriptionLocal Certified Public Accounting firm looking to add a motivated individual to our staff so we can give our clients the best service possible.Company DescriptionLocal Certified Public Accounting firm looking to add a motivated individual to our staff so we can give our clients the best service possible.

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