SUMMARY OF RESPONSIBILITIES
Provides general office support with a variety of clerical activities and related tasks. This professional will perform a variety of administrative and clerical tasks. Duties include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. Supporting designated partner with various duties.
QUALIFICATIONS
To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
Must be able to work a flexible schedule which includes 55+ hours a week during tax season
KEY COMPETENCIES:
- Assigned to designated partner to assist in their scheduling and contacting clients
- Taking and recording minutes for committee and manager meetings
- Preparation and drafting of formal letters and forms as needed by partners and managers
- Reviewing, Scanning and assembling tax returns and amended tax returns
- Contacting clients for E-file forms and missing client information
- Managing client data and intake through various software
- E-Filing for designated partner
- Preparing and completing billing for designated partner
- Entering client expenses for billing purposes
- Reconciling and printing reports for daily deposit
- Generating any reports needed by staff
- Managing client collections
- Scheduling meetings and continuing education seminars
- Entering expenses and collecting receipts for partner expense reports
KNOWLEDGE AND SKILLS REQUIREMENTS:
- Familiar with Accounting related software such as CCH Axcess would be preferred
- Working knowledge of Microsoft Office Suite
- Excellent oral and written communication skills
Job Type: Full-time
Pay: $26.00 - $31.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
