The posting
The ideal candidate is responsible for learning the specific administrative activities common to a public accounting firm and applying their technical skills to efficiently process client work. common to a public accounting firm and apply their technical skills to efficiently process client work, provide administrative support to individuals within the firm and assist with internal firm administrative tasks and projects.
Responsibilities
Respond to all incoming phone calls and emails in general
Troubleshoot software and equipment problems
Assist in the digital process of data storage in relation to internal and client files.
Type various correspondence, copy, assemble and mail (or email as appropriate)
Manage orders for supplies and miscellaneous purchases for the company (flowers, gifts for clients, etc.).
Provides digital drafts of all client engagement letters to engagement managers for editing and approval. Once approved, finalizes and mails them.
Assists with monthly client newsletter and maintains online presence, including website, Facebook, etc.
Assists the Company Administrator with marketing projects.
Maintains the Firm Administrator's and other staff's schedules as needed.
Remind clients of upcoming meetings.
Track, communicate and monitor due date lists for all tax returns, including.
Releasing tax returns, as needed.
Other duties, as requested by the Firm Administrator.
Key Performance Indicators.
Excellent knowledge of PC's with accurate data entry and advanced computer skills with Microsoft Office certifications.
Ability to work under stress to maintain proper connection between management team members, employees and clients.
Ability to exchange information, present ideas and communicate facts and other information clearly and concisely.
Ability to work effectively in a remote office environment and possess an executive presence in speech and manners.
Ability to manage own workflow with minimal supervision and to resolve complex issues and problems with management team members.
Good communication and organizational skills; display accuracy when working with details, paying particular attention to grammar, spelling and punctuation.
Ability and willingness to meet attendance standards and work overtime as requested.
Ability to cross-train in all administrative positions to achieve a full understanding of administrative needs across the company and facilitate the work of the administrative team throughout the company.
Possess versatile administrative skills to be able to perform other duties, as needed, when requested by the Firm Administrator (or Managing Partner)
Monitor team satisfaction based on team feedback surveys.
