Administrative Assistant (Part-time - 32 hours per week)

About the role

Our Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. In this position, you will provide a variety of clerical and administrative services to our firm. You will support the team with administrative tasks throughout the year, with extra bandwidth needed mid January – April during Tax Season. Your can-do attitude and organizational skills help you complete assigned tasks efficiently and with an attention to detail to ensure our work is of the highest quality.

Responsibilities

• Greet clients and maintain a professional and welcoming front office environment
• Assemble and electronically file individual, partnership, corporation, and fiduciary tax returns
• Answer phones
• Receive client payments and update client accounts
• Onboarding of new clients in UltraTax, E-file Cabinet and Karbon
• Finalize monthly billing for bill managers
• Order office supplies and schedule building maintenance
• Scan and file documents as requested
• Assist with outgoing mail
• Compile client packets and meeting documents
• Support Tax and Client Accounting department with document processing as requested
• Coordinate and order lunch for business meetings
• Assist with event coordination as needed
• Electronically file returns

Qualifications

• Professional office experience 1 yr +
• Excellent organizational skills and flexibility
• Strong communication and interpersonal skills
• Ability to establish priorities and efficiently manage time
• Friendly disposition
• Comfortable working in a fast-paced environment when required
• Desire to grow with the Firm / desire for upward mobility
• Excellent written, verbal, and listening communication skills with clients and team members
• Strong PC skills, including Microsoft Office Suite
• Knowledge in Karbon and UltraTax

Benefits

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits

Schedule

32 hours per week, with additional hours needed during tax season (January 15 – April 15).