Job Details

Well-established CPA firm seeks a professional administrative assistant for our office. 

Small office atmosphere:

Join our small and dedicated team of accounting professionals providing tax and accounting services to our clients.

Job Summary:

This is a flexible, negotiable, part-time to full-time position M-F, with a full-time requirement from Mid-February through April 15th.

The primary responsibilities of this position include:

• Office support – Front desk presence, reception, answering and directing phone calls, customer service, administrative tasks, and facilitating scheduled appointments.
• Customer Service - Implement positive and responsive customer services with clients.
• Project monitoring - Ensure data is recorded accurately, timely, and efficiently in multiple systems. Keep up to date with related documentation tasks. Monitor project status to ensure completion within required timelines.
• Project completion - Assemble tax returns, maintain logs, and assist with billing and invoicing.

Qualifications:

• Office administration or experience preferred
• Knowledge of Word, Excel, and Outlook
• Excellent customer service skills
• Strong organizational skills and ability to develop and monitor administrative systems
• Ability to respond positively in all circumstances and to work calmly under pressure.