Administrative Assistant

Award winning CPA Firm seeking an experienced Administrative Assistant! Great work-life balance!

This Jobot Job is hosted by : Martyn Sayer

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $55,000 - $70,000 per year

A bit about us :

We are seeking a highly organized and detail-oriented Administrative Assistant to join our CPA firm. The successful candidate will play a crucial role in supporting the day-to-day operations of the firm, ensuring smooth communication between clients and staff, and contributing to the overall efficiency of our services.

This position requires a professional with excellent multitasking abilities, strong communication skills, and a proactive approach to problem-solving.

Why join us?

Why Us?

• Quality : We provide high-quality accounting and financial records, critical for making informed business decisions.
• Value : Our services aim to help businesses become more profitable, minimize taxes, and increase net worth.
• Timeliness : We ensure timely delivery of financial records to help businesses respond promptly to both internal and external issues.

Benefits :

• Competitive salary
• Health, dental, and vision insurance

Job Details

Key Responsibilities :

• Client Communication : Serve as the first point of contact for clients, both in person and over the phone. Handle inquiries, schedule appointments, and ensure a positive client experience.
• Document Management : Prepare, file, and manage client documents, including tax returns, financial statements, and other confidential materials.

Ensure all documents are accurately maintained in both physical and digital formats.

• Scheduling and Calendar Management : Coordinate meetings, appointments, and deadlines for the CPA team. Maintain an organized calendar and remind team members of upcoming deadlines and important dates.
• Data Entry : Accurately input and update client information, financial data, and other relevant records into the firm’s database and accounting software.
• Office Administration : Manage office supplies inventory, order necessary materials, and ensure the office is well-stocked and organized.

Handle mail distribution, courier services, and other administrative tasks as needed.

Billing and Invoicing : Assist in preparing client invoices, processing payments, and tracking accounts receivable. Work closely with the accounting team to ensure timely billing and collection.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.