CPA Administrative Assistant

This position is a top contributor to our employer brand by kicking off a world‑class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go‑to support function for the entire office and will accordingly work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!

• Provide executive support to Managing Director
• Attend meetings as needed
• Find and add Creative Planning wealth management tax documents, MLP K-1’s, and other client information as needed
• Sort information to prepare for scanning in CCH
• Contact clients with status update of tax or audit information.
• Scan client documents into CPA systems
• Proof client deliverables as needed
• Receive mail and file, sort, and distribute mail
• Assist with various projects and other duties as assigned.
• Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation
• Schedule appointments
• Greeting clients & visitors

• 2 years of experience in an administrative position or support role
• Multi-task, problem solve, and complete all assigned duties
• Strong written and verbal communication; excellent interpersonal skills
• Utilizes office machines such as computers, copier/scanner, printers, and calculators
• Organized and detail oriented; able to maintain records and files
• Able to conduct themselves in a professional manner with clients and internal staff
• Ability to produce high quality work; able to maintain confidentiality at all times
• Strong understanding of Microsoft Office suite

Salary Range: $19-23/hr.