Administrative Assistant

Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works with high-net-worth clients across multiple industries. We have the sophisticated clientele, services, and software larger firms have but deliver it via a more personalized service platform.If we sound like the place where your skills can support our mission – and you’re ready to break the mold of what clients expect when working with their accountant – you could be the perfect fit as our next Administrative Assistant.

You’ll be responsible for…Providing support for all staffAnswering and directing incoming phone calls in a friendly mannerSorting and distributing incoming mailPreparing mailings, UPS, FedEx and messenger packages, including going to the post office, FedEx or UPS facilities as neededFinalizing letters/notices and drafting engagement letters as requestedScanning client documents and monthly statementsCreating client codes and locators and updating accounts in practice management programPreparing, printing and collating tax organizersOrganizing and processing incoming client dataCreating SurePrep bindersAssembling paper and electronic tax returns (individual, trust, entities, gift tax, estate tax) using SafeSendCoordinating and preparing batch filing (monthly/deadlines)Recording chargeable client expensesAttending firm committee meetings and record meeting minutesCoordinating services to maintain the office as directed by office managing partner

You need…A bachelor’s degree with a concentration in business administration preferredA minimum of 3-5 years of administrative or operations experience supporting a partner and/or senior executives in a fast-paced, confidential, professional services environmentSkills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solvingAn ability to incorporate creative approaches to various projects by taking initiative and working independentlyA keen sense of accuracy and a strong attention to detailAn advanced working knowledge of MS Office Suite, with a certification and PowerBI experience a plus (skill testing required)Basic accounting knowledge (not required, but a plus)