Office Manager / Executive Assistant - CPA firm

A bit about us:

We are a well-established and growing public accounting firm committed to providing exceptional tax, accounting, and advisory services to individuals, businesses, and organizations. Our team takes pride in building long-term client relationships through personalized service, technical expertise, and a collaborative approach. We foster a professional yet supportive environment where employees are encouraged to develop their skills, contribute ideas, and grow their careers.

We are seeking an Office Manager or Executive Assistant to be the face of our firm. With a few new aquisitions, we are increasing our staff to continue to create a great experience for our clients!

We are a very friendly group that works hard but one that also enjoys life outside of work. This is why we offer every Friday off from April 15th to February 1st- so you can enjoy 3-day weekends for 9 months of the year!

Why join us?

• Join a respected and stable firm with a strong reputation in the community.
• Work directly with a diverse client base across various industries and entity structures.
• Gain exposure to a broad range of tax engagements, allowing you to expand your technical knowledge and experience.
• Enjoy a collaborative team culture that values mentorship, professional development, and work-life balance.
• Benefit from opportunities for career advancement as the firm continues to grow.
• Competitive compensation and bonuses
• 3-day weekends from May-January (Friday off)

Job Details

Job Details:

Our rapidly growing CPA firm is looking for a highly organized, detail-oriented and experienced Office Manager/Executive Assistant to join our team. This role is integral to the smooth running of our office and will provide executive support in a one-on-one working relationship with the directors. This exciting role offers a unique opportunity to be involved in a wide range of high-level administrative and project support tasks. The ideal candidate will be a self-starter who thrives in a fast-paced, dynamic environment and who has a proven track record of demonstrating initiative and problem-solving skills.

Responsibilities:

1. Manage and maintain executives' schedules, appointments, and travel arrangements.
2. Occassionally preparing invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
3. Supervise and coordinate activities of staff.
4. Prepare responses to correspondence containing routine inquiries.
5. Perform general office duties, such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work.
6. Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
7. Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
8. Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
9. Manage and maintain all aspects of office services including, but not limited to, office supplies, reception, mail, large purchasing requests and facilities.
10. Coordinate and manage special projects, including working collaboratively with staff to assure projects meet deadlines.

Qualifications:

1. Minimum of 5 years of experience as an Office Manager or Executive Assistant.
2. Bachelor's degree in Business Administration or related field is preferred. (NOT required)
3. Strong knowledge of office procedures and basic accounting processes.
4. Proven experience in billing processes.
5. Outstanding communication and negotiation abilities.
6. Proficiency in MS Office and office management software.
7. Exceptional organizational and multitasking skills.
8. Ability to work under pressure and meet deadlines.
9. Attention to detail and problem-solving skills.
10. Discretion and confidentiality.
11. A proactive approach to problem-solving with strong decision-making skills.

This is a fantastic opportunity for a professional who thrives in a busy work environment and is well-versed in working closely with senior management. If you are a detail-oriented professional with proven clerical experience, we would like to meet you. In this role, you should be highly organized and able to handle office operations and procedures.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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