Job Description
Job Description
We are looking for a dynamic candidate to join our CPA firm. The primary purpose of this role is to interface with potential clients as the first point of contact and present the firm in a competent, professional and caring manner. In addition, candidate will be tasked with client related services in support or the professional staff in the office.
This position is either part-time or full-time depending on the candidate and requires a friendly and engaging personality, exceptional communication skills – both written and verbal, excellent organizational abilities, high level of attention to detail, strong work ethic, and ability to take ownership over work assignments in a fast-paced and busy work environment.
Essential duties and responsibilities include:
- Greet clients and visitors in a professional and courteous manner
- Provide client services at the front desk
- Answer telephone in a friendly & professional manner, route calls and take detailed messages
- Schedule client appointments
- Scan and route mail to appropriate person
- Process monthly invoices for CPA review
- Set up and maintain client files both physically and digitally
- Data entry and administrative tasks such as scanning and filing
- General office administration
- Maintain stock of office supplies and office organization
- Work collaboratively in a team environment
- Provide support to tax professionals and accounting staff
- Routine payroll processing (internally and for outside clients)
- Ad-hoc projects as needed
Minimum Requirements:
- Microsoft office 360 competency and excellent verbal and written communication skills
- Basic income tax return knowledge
- Ability to learn tools and software and execute on a designed workflow
- Self-starter and ability to work independently when needed
- Ability to work in a team environment
Strongly Desired
- Previous tax preparation or previous experience in tax office or CPA firm
Company DescriptionWe are an established Accounting and Tax firm that values a collaborative and positive team environment. Our clients consist of closely held businesses and the related individuals. We value a team approach and work-life balance. The work activity is approximately 60% tax and 40% accounting and other small business support services and/or management services.
Company Description
We are an established Accounting and Tax firm that values a collaborative and positive team environment. Our clients consist of closely held businesses and the related individuals. We value a team approach and work-life balance. The work activity is approximately 60% tax and 40% accounting and other small business support services and/or management services.