Administrative Assistant

Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? 

A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. They believe in delivering extraordinary client experiences by combining expertise with responsiveness and personalized service to ensure clients get the best solutions – no matter how big or small they may be!

If we sound like the place where your skills can support our mission – and you’re ready to break the mold of what clients expect when working with their accountant – you could be the perfect fit as our next Administrative Assistant.

You’ll be responsible for…

• Providing support for all staff
• Answering and directing incoming phone calls in a friendly manner
• Sorting and distributing incoming mail
• Preparing mailings, UPS, FedEx and messenger packages, including going to the post office, FedEx or UPS facilities as needed
• Finalizing letters/notices and drafting engagement letters as requested
• Scanning client documents and monthly statements
• Creating client codes and locators and updating accounts in practice management program
• Preparing, printing and collating tax organizers
• Organizing and processing incoming client data
• Creating SurePrep binders
• Assembling paper and electronic tax returns (individual, trust, entities, gift tax, estate tax) using SafeSend
• Coordinating and preparing batch filing (monthly/deadlines)
• Recording chargeable client expenses
• Attending firm committee meetings and record meeting minutes
• Coordinating services to maintain the office as directed by office managing partner

You need…

• A bachelor’s degree with a concentration in business administration preferred
• A minimum of 2-5 years of administrative or operations experience supporting a partner and/or senior executives in a fast-paced, confidential, professional services environment
• Skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving
• An ability to incorporate creative approaches to various projects by taking initiative and working independently
• A keen sense of accuracy and a strong attention to detail
• An advanced working knowledge of MS Office Suite, with a certification and PowerBI experience a plus (skill testing required)
• Basic accounting knowledge (not required, but a plus)