Administrative Assistant

• Utilize Microsoft Office tools, including Word and Excel, regularly
• Operate firmwide software systems and manage multi-line phone systems
• Greet and interact with clients professionally
• Manage appointment scheduling and calendar coordination
• Prepare and send outgoing mail; make occasional post office trips
• Oversee general office upkeep, maintain inventory, and order supplies
• Generate and distribute weekly reports
• Assign incoming projects and assist in tracking progress
• Scan, file, and assemble tax returns and client reports
• Maintain paper and electronic filing systems; track E-file authorization forms
• Collect and process client payments
• Perform other duties as assigned to support firm operations

• Strong knowledge of computer software and programs;
• Friendly and social demeanor with excellent interpersonal skills;
• Ability to multitask and remain organized in a fast-paced environment;
• Strong problem-solving skills and a proactive mindset;
• Excellent written and verbal communication;
• Professionalism and attention to detail;
• Willingness to learn new tools and systems;
• Flexible, team-oriented attitude;
• Ability to manage shifting priorities and meet deadlines;
• Alignment with the company’s Mission, Vision, and Values;
• Willingness to work additional hours during peak tax season:

• High School Diploma or GED required; 
• At least 2 years of experience in a similar administrative role is preferred;
• Previous experience at a CPA firm is a plus, but not required;

BENEFITS

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401 (k) with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. 

Texting Privacy Policy and Information:

• Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
• Message frequency will vary depending on the application process.
• Msg & data rates may apply.
• OPT out at any time by texting "Stop".