Administrative Assistant

We are seeking a full-time Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success. Our firm services small businesses, so efficiency and accuracy are key in delivering clients error-free and timely financial information.

• Greet and assist guests
• Schedule, and help prepare for, client appointments
• Answer telephone calls
• Respond to client questions and requests via email
• Send outgoing and distribute incoming faxes
• Maintain office supplies
• Route mail and client documents to the appropriate staff member
• Sort and scan documents
• Check credit card and ACH site for payments
• Create and post invoices

• Log daily client payments in practice management software
• Assist in the onboarding of new clients
• Assist in the preparation of client engagement letters
• Sort and scan tax documents with efficiency
• Assemble and release tax returns
• Prepare and release client W2s and 1099s
• Provide support to staff members
• Directly assist the Firm Administrator with various tasks and projects

• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills
• This is a full-time position with a suite of benefits, including health insurance, vacation and personal time, as well as a 401(k). Some overtime is expected during our busy season. We have a flexible work schedule for our experienced team members. Normal office hours are full days on Mondays through Thursdays with a half day on Fridays, except during the months of January through April.