About The Position

THIS PART-TIME POSITION IS 32 HOURS PER WEEK - WITH MORE HOURS PER WEEK NEEDED DURING TAX SEASON (JANUARY 15 -APRIL15) Our Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. In this position, you will provide a variety of clerical and administrative services to our firm. You will support the team with administrative tasks throughout the year, with extra bandwidth needed mid January – April during Tax Season. Your can-do attitude and organizational skills help you complete assigned tasks efficiently and with an attention to detail to ensure our work is of the highest quality.

Requirements

  • Professional office experience 1 yr +
  • Excellent organizational skills and flexibility.
  • Strong communication and interpersonal skills.
  • Ability to establish priorities and efficiently manage time.
  • Friendly disposition.
  • Comfortable working in a fast-paced environment when required.
  • Desire to grow with the Firm / desire for upward mobility.
  • Excellent written, verbal, and listening communication skills with clients and team members.
  • Strong PC skills, including Microsoft Office Suite.

Nice To Haves

  • Knowledge in Karbon and UltraTax plus

Responsibilities

  • Greet clients and maintain a professional and welcoming front office environment
  • Assemble and electronically file individual, partnership, corporation, and fiduciary tax returns
  • Answer phones
  • Receive client payments and update client accounts.
  • Onboarding of new clients in UltraTax, E-file Cabinet and Karbon
  • Finalize monthly billing for bill managers.
  • Order office supplies and schedule building maintenance.
  • Scan and file documents as requested.
  • Assist with outgoing mail
  • Compile client packets and meeting documents.
  • Support Tax and Client Accounting department with document processing as requested.
  • Coordinate and order lunch for business meetings.
  • Assist with event coordination as needed.
  • Electronically file returns

Benefits

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
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