Administrative Accounting Associate

At NextGen, "Small" Business, is a BIG deal. It's passion. It's income. It's legacy.

Our team of CPAs, MBAs and attorneys are the best and brightest minds in business who work collectively with one goal: building our clients' empire. We exist to help create and educate the NextGeneration of ultra-successful business owners by providing integrated and strategic tax, accounting, payroll and business law services.

Team NextGen consists of a diverse group of powerhouse women who are changing the face of public accounting. We invite you to authentically showcase your rockstar expertise and skills as we journey to the next level. Join Team NextGen by surrounding yourself with brilliance

The Opportunity

At NextGen we are all about client service and utilize cutting edge technology that requires someone who is a fast learner and comfortable working online and with cloud-based software. Your role will contain varies administrative responsibilities that deliver a "WOW" experience to our elite clientele digitally and in real time. We are looking for our next brilliant, tech-savvy assoicate who will work with our dedicated team, providing administrative support with client communication, maintaining status updates, compiling data for use in accounting and tax returns, and various admin support.

The key responsibilities

As an Administrative Accounting Associate, you will play an essential role for the client services teams. You will provide a high level of organization in client relationship management via our client management software, phone and/or email. You will manage all incoming messages from a unified inbox as well as a small volume of inbound calls from clients. Using our digital access, you will secure monthly bank and credit card statements to allow for timely accounting work. You will obtain quarterly and annual tax documents to allow for timely tax work. You will download tax filings completed by the team and share them with clients via our client portal. Plus, you will be proactive and attentive to ensure the department runs smoothly. The ideal candidate is comfortable working in a fast paced work environment with strong attention to detail, superior work ethic and a friendly and welcoming demeanor.

Essential skills for brilliance

• Excellent written and verbal communication skills that exude a professional tone and demeanor
• Oversee and maintain status updates for multiple clients with superb accuracy
• Ability to be resourceful and proactive when issues arise
• Timely client follow-up to obtain necessary data and information
• Provide ad hoc support for the department as needed
• Strong sense of urgency and problem solving skills to triage questions or concerns from clients
• Nurture and maintain positive working relationships with co-workers and clients

To qualify for the role you must have

• High school diploma or equivalent; college degree preferred
• Background in customer service required
• Relevant experience includes: customer service, clerical skills, administrative skills
• Elite concierge experience/background preferred
• Experience in a professional service background preferred
• Proficiency in Microsoft Office Suite and G Suite
• Professional attitude and appearance

What brilliance looks like

• An exceptional professional who can support the client service teams and our clients with integrity and positivity.
• A strong desire to grow professionally and rise to the occasion .
• A team player who enjoys engaging with people in a friendly and welcoming manner.

Why join Team NextGen

• Make history. Our startup is still fairly small, but we have big plans to disrupt the CPA firm model and provide strategic services over commoditized reporting.
• Do work that matters. The projects you'll be working on will be critical to the success of the company and our clients.
• Grow with the firm. As our firm continues to grow, there will be many opportunities to take on new responsibilities and grow professionally.
• Work that stays fresh. You'll support a diverse portfolio of 200+ clients (depending on their size) There will always be tons of opportunities to learn new things. Plus, given the pace of growth at our firm, we can pretty much guarantee that you'll never be bored.

Applications are only accepted online.

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Work Location: In person