Administrative Assistant

Siepert and Co LLP

About the Job

Siepert & Co., LLP is currently looking for an experienced Administrative Assistant to join our team. This is a part time position with an option to increase hours during peak tax season.

Responsibilities include but are not limited to:

Provide outstanding customer service in person and on the phone.
Type and proofread correspondence, reports, financial statements, and spreadsheets in an accurate and timely manner using a variety of software programs and Microsoft Excel and Word.
Complete monthly client invoicing.
Process and assemble individual and business tax returns.
Scan, copy, fax, and email documents and correspondence.
Provide support for maintaining client database including new client set-up and changes.
Preparation and mailing of client information and organizers, particularly prior to tax season.
Receive and process client payments.
Schedule appointments for staff as needed.
Open and close office.
Maintain office supplies including inventory tracking and ordering.
Open and distribute mail.

The ideal candidate must possess:

Associate Degree preferred or High School Diploma.
At least three years of customer service experience, preferably in professional service industry.
Must be able to work under pressure and deadlines.
Manage multiple projects simultaneously.
Incredible attention to detail and desire to produce accurate results.
Ability to compose professional correspondence.
Demonstrated analytical and interpersonal skills.
The ability to flex up hours during busy times (tax season will require overtime, including Saturdays).
Highly developed Microsoft Office (Word, Excel, Outlook) skills.

Apply

Vacancy posted 4 hours ago

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