Administrative Assistant

Yeo & Yeo•Troy, MI

4d•Onsite

About The Position

Administrative Assistants provide a high level of client service and organizational support to the team. The role manages calendars, meetings, and event arrangements; processes client engagements; and supports client relations. It also provides administrative and operational support to CPAs and colleagues across the firm, including document processing, tax-return filing support, billing assistance, office upkeep, and maintaining client records and confidentiality. This is an on-site position in a normal office environment.

Requirements

At least 2 years of experience in public accounting or another professional-services office setting.
Exposure to a technical, detail-oriented, paperless work environment.
Proficiency with Microsoft Office, including Excel, Word, Outlook, and PowerPoint, and Adobe.
Ability to work in a paperless environment, including scanning and routing documents.
Must have a smartphone that can be used for dual authentication of work login credentials.
Ability to communicate effectively in a variety of professional situations.
Ability to adjust to changing priorities and circumstances.
Excellent decision-making ability.
Ability to handle confidential material sensitively.
Outstanding verbal and written communication skills and excellent interpersonal skills.
Proficient knowledge and use of office technology and equipment.
Honesty and integrity.
Ability to work in a team and take direction from multiple managers.
Action-oriented approach and persistence in completing tasks.
Interest in community involvement.

Nice To Haves

Notary Public.

Responsibilities

Coordinate administrative and operational functions, including managing calendars, taking phone calls, scheduling appointments, and processing mail.
Provide client service through meetings and communication by phone, email, or in person; troubleshoot client questions and concerns, follow up promptly, and obtain client signatures and approvals.
Plan and coordinate presentations, disseminate information, and organize company events.
Maintain client records, including edits, updates, and new client setup.
Perform quality control and tracking for client-facing documents while ensuring client confidentiality.
Manage client engagement letters, including distribution, signature tracking, follow-up, and scanning.
Support CPAs by processing client tax returns and financial statements.
Scan and assemble tax and client documents, including W-2s, 1099s, 1095s, tax returns, 8879s, notices, and statements.
Assist with electronic tax-return filing, acknowledgements, rejections, pending e-files, transmission, and return wrap-up after acceptance.
Assist with monthly billing procedures, reporting, accounts receivable, and collections.
Monitor office supply inventory and reorder supplies.
Maintain the office environment.
Provide administrative support and backup for colleagues throughout the firm, including phone coverage and sorting and processing mail.
Stay current on new technology, incorporate new techniques, and minimize disruptions to productivity.
Participate in on-the-job and formal learning and development opportunities.
Work as part of a team, take direction from multiple managers, and persist until assigned tasks are completed.