Job Description
Key Responsibilities:
Client Interaction: Serve as the first point of contact for clients, responding to inquiries and providing excellent customer service.
Document Management: Manage and organize client files, financial documents, and other sensitive information in compliance with confidentiality protocols.
Scheduling & Calendar Management: Coordinate meetings, appointments, and deadlines for accountants and clients.
Tax Preparation Support: Assist in preparing tax forms, financial reports, and other documents as required, under the guidance of CPAs.
Data Entry & Billing: Input financial data into accounting software, ensure accurate billing and invoicing for clients, and track payments.
Office Support: Maintain office supplies, assist with office organization, and manage incoming/outgoing mail.
Communication: Draft, proofread, and send emails, letters, and other correspondence on behalf of the firm.
Filing & Documentation: Ensure that all financial and client-related documents are organized, filed, and easily accessible.
Team Collaboration: Provide general administrative support to the team, assisting with special projects and ad-hoc tasks.
Skills and Qualifications:
Previous Experience: Prior administrative experience in an accounting or CPA firm preferred.
Software Proficiency: Familiarity with accounting software (e.g., QuickBooks, Xero), Microsoft Office Suite (Excel, Word, Outlook), and document management systems.
Attention to Detail: Strong organizational skills with a focus on accuracy and confidentiality.
Communication Skills: Excellent written and verbal communication, able to interact professionally with clients, vendors, and staff.
Time Management: Ability to prioritize and manage multiple tasks simultaneously while meeting deadlines.
Problem Solving: Ability to handle sensitive information with discretion and address client concerns promptly.
Education: High school diploma required; associate's degree or some college coursework in business administration or accounting preferred.
Assisted in managing the office calendar and scheduled meetings for CPAs, ensuring optimal client engagement and timely deadlines.
Handled client communication via phone and email, providing exceptional customer service and handling basic inquiries.
Processed financial data entry using QuickBooks and Excel for accurate financial reporting and tax preparation.
Maintained client files and ensured proper documentation of sensitive financial information in accordance with confidentiality agreements.
Supported tax preparation team by gathering necessary client information and ensuring forms were completed correctly.
Coordinated office logistics, including supply management, vendor communications, and organizational tasks to ensure smooth office operations.
Employment Type: Full-Time
Salary: $ 80,000.00 Per Year
Job Tags
Full time, Work at office,