Experienced CPA Firm Administrative Assistant

We are seeking an Administrative Assistant to join our Tax Department. This position will report to the Operations Manager.

This is a full-time position with the opportunity for advancement within the firm for the right fit. The position offers full benefits including medical, dental, 401k, flexible spending, gym reimbursement, PTO.

• Assemble tax returns – print, staple, create cover letters, and attach correct envelopes
• Scan, Print, mail, and track client organizers and engagement letters
• Track project completion dates in Project Management software
• Maintain client contact information in Practice Management software
• Export data from database to Excel to create reports
• General administrative duties include but not limited to: filing, answering phones, contacting vendors, scheduling appointments, correspondence
• Maintain copiers by keeping stocked, distributing faxes, replacing toner, basic user maintenance, fixing paper jams, calling technicians when necessary
• Assist other admin staff in maintaining Kitchen
• Schedule and set up/break down meetings
• Assist with busy season catering and special events
• Processing billings, posting bills and payments
• Look up invoices, track payments in Practice Management software
• Other duties as assigned
• Detail oriented, accuracy over speed
• Understanding of tax forms and related deadlines (i.e., know that a 1040 is for individuals and that its deadline is April 15th and if extended its new deadline is Oct 15th, etc)
• Computer skills:
  Intermediate skills for Microsoft Office and Adobe,
• Professional and diplomatic client and internal communications
• Experience and knowledge to use judgement and make decisions