CPA Firm Administrator

Job Description

Job Description

At Lawson & Company CPAs, LLC, we're committed to breaking the traditional mold of public accounting. Our team-first culture empowers professionals to work on challenging client engagements, make a meaningful impact, and build lasting relationships. We believe that when our people thrive, our clients thrive.

We are a growing CPA Firm in Rockwall and are looking to add a strong administrative professional to an already strong team. We are a progressive Tax and Accounting Firm and we utilize the latest technology to deliver a superior client experience every time. Enjoy a casual, fun atmosphere with special perks like free shirts, lunch delivered weekly, business casual dress code and more. We offer a full benefits package with health insurance and 401K matching. We also value our work-life balance and strive to ensure all staff work schedules are balanced.

Overall Summary

The firm administrator position encompasses a wide range of activities with involvement in all phases of administration, office management, facilities, and marketing. The firm administrator puts the customer’s needs first and works closely with the entire staff on problem solving and decision making. The person is responsible for organizing client interaction and tax return processing. In addition, this role is responsible for ensuring that client work is being completed in a timely manner by communicating with the clients and staff alike. This is a critical role in the firm and will be the glue that holds clients, staff, processes and product together.

ESSENTIAL FUNCTIONS

Client Services:

• Manage all client service requests and issues. Be the main point of contact for all client inquiries.
• Manage all client secure online portals, setup, user names, password management and document exchange.
• Manage new client setup throughout the firm’s systems. Keep all systems updated with accurate information.

Administration:

• Manages all incoming phone calls, ensure client is handled in a professional, yet friendly manner.
• Manages incoming client documents, mail, email, faxes. Ensure that proper documentation is made and processes followed for routing all client information.
• Processes, binds and ships all outgoing packages including following up with client to ensure proper delivery.
• Ensures adequate and optimum quantities of forms and office supplies are available.
• Maintains efficient incoming and outgoing mail procedures.
• Attends all staff meetings, handling any physical arrangements as needed. Keeps professional staff informed of any developments in the administrative area relating to them.
• Maintains relationships with all outside vendors and service providers.
• Standardizes office procedures, systems, and forms. Recommends system revisions and implements new forms and procedures as necessary.
• Maintains an efficient filing system for clients and administrative files.
• Schedules and assists at partner meetings and retreats. Prepares and distributes agendas and minutes.
• Schedules and arranges all firm social events.
• Directs preparation and maintenance of office procedures manual and implements and monitors procedures.
• Controls collection of input.
• Maintains master client list. Issues new client reports and assimilates new clients into firm system. Revises firm records as appropriate to reflect clients gained and lost. Reports status to partners on a regular basis.
• Coordinate/manage partner’s calendar, travel, conference scheduling, etc.

We are a fun and energetic CPA firm that defies the normal of accounting firms. We are a firm with a personality. We work hard and play hard and are a team together. We would love to have you be a part of our work team.

Company Description

We are a fun and energetic CPA firm that defies the normal of accounting firms. We are a firm with a personality. We work hard and play hard and are a team together. We would love to have you be a part of our work team.