Office Admin

De Novo HRConsulting & Business Advisory • Southampton, PA

1d • Onsite

About The Position

Zinman & Company PC is regarded as a top accounting firm, providing professional accounting and bookkeeping services, as well as, comprehensive and expedient business tax services. The firm is seeking an Office Admin to join the team! This position is full-time, permanent placement and is on-site.

Requirements

• High school diploma or equivalent required.
• Experience using Microsoft Office suite of products, including Excel.
• Experience using QuickBooks Desktop and QBO.
• Experience using payroll software.
• Experience filing local returns on state websites, such as e-TIDES.
• Ability to communicate with clients professionally, with excellent interpersonal and customer service skills.
• Accurate with a commitment to excellence, integrity, and confidentiality.

Nice To Haves

• Experience with multi-client entities preferred.

Responsibilities

• Greet clients and visitors upon their arrival.
• Enter, maintain and update client information and records.
• Scan and index documents.
• Manage client correspondence (answer/return inquiries, triage, and respond to emails).
• Manage calendars, schedule appointments, and book meetings for accountants and partners.
• Act as a point of contact for client workflows. Communicate with clients to collect missing data and information as warranted.
• Prepare, or assist in the preparation of, client invoices.
• Assist with accounts receivable functions, including invoice distribution, payment tracking, and client follow-up.
• Process and assemble tax returns.
• Prepare, or assist in the preparation of, internal and client reporting.
• Receive, sort, and distribute incoming mail, packages, and client documents.
• Coordinate outgoing mail, certified mail, and courier services.
• Process client payments and maintain records of payments received.
• Order and maintain office supplies and coordinate office equipment maintenance.
• Prepare reports and spreadsheets for internal tracking and operational purposes.
• Assist with administrative projects and provide general support to team as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED