Administrative Assistant (Bilingual)

Job Description

Job Description

Role Summary:

Role Summary:

Small full-service CPA firm looking for Bilingual (English & Spanish languages) for administrative vacancy titled "Administration Support." This is an entry-level position and the basic duties include, but are not limited to the following:

1. Answer incoming telephone calls and greet customers, prospects, and vendors, determine purpose of call and route to CPA; and perform other customer service duties;
2. Management of Microsoft Outlook calendars for CPA that include coordinating calls, video conferences, and appointments with clients, prospects, vendors, and associates;
3. Scan financial documents into document management system & bind financial statements, tax returns, and other financial documents;
4. Track and assist in coordinading internal deadlines for client deliveries that includes e-sign management;
5. Prepare basic spreadsheets and fine tune word documents using Office 365;
6. Communicating by e-mail, chat & Microsoft Teams with clients, vendors, and co-workers.
7. Receive and distribute incoming mail and packages to CPA and prepare outgoing courier shipments to clients & govt jurisdictions; and
8. Providing general office support and interfacing with firm vendors.

Required Skills:
. Bilingual Skills in the English & Spanish languages
. Organizational Skills
. Customer Service Oriented with a desire to serve

. Good presence
. Computer proficiency with Windows operating system and Office 365.

OTERO & ASSOCIATES, PLLC is a full service small CPA firm engaged in accounting, tax compliance and management advisory services. We cater to a wide variety of clientele ranging from individuals to medium-sized corporations. Our senior accountants and consultants also specialize in government and commercial contractor advisory services, business consulting, retirement planning, investments, and estates & trusts.

Company Description

OTERO & ASSOCIATES, PLLC is a full service small CPA firm engaged in accounting, tax compliance and management advisory services. We cater to a wide variety of clientele ranging from individuals to medium-sized corporations. Our senior accountants and consultants also specialize in government and commercial contractor advisory services, business consulting, retirement planning, investments, and estates & trusts.