Administrative Assistant

Job Description

Is given a wide variety of administrative work and marketing functions. Performance is judged based on the quality of work, application of administrative knowledge, and ability to meet time constraints.

Essential Functions

• Becomes familiar with the firm’s policies and procedures.
• Effectively communicates with client with a minimum of disruption to client
• Phone and email communication with exceptional customer service
• Assisting Partner in Charge
• Maintaining accurate client records
• Assembling Tax Returns
• Invoicing and Accounts Receivables
• Office supplies, Christmas Cards and Mailbox
• Receiving and Organizing Client Documents
• Marketing/Social Media

Education, Experience, and Skills Required

• Bachelor’s degree
• Proficiency with computer, spreadsheet software program, and calculator.
• Ability to communicate clearly and concisely in English.
• Position is in-office working with many clients and staff to keep the office organized and efficient.

CPA Firm specializing in Small Business tax planning and tax compliance. We love to tackle tax headaches, minimize taxes so our clients never pay too much.