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About the role
Key responsibilities & impact- Provide administrative support to firm leaders as assigned, including managing schedules and communications.
- Maintain confidentiality of sensitive information.
- Prepare correspondence and reports as required.
- Assist with bookkeeping and budgeting as needed.
- Assist with coordination and booking of staff travel.
- Maintain client databases and contact information.
- Coordinate meetings, including preparation of agenda and minutes.
- Coordinate shareholder approval of QSR department expenses and assist with coding and reconciliation of company credit card reports.
- Assist with routine billing as required.
- Assist with Power Point presentations and marketing projects/campaigns as assigned.
- Perform various other tasks as assigned that may not fall within the scope of this job description.
- Be aware that the firm is subject to professional standards.
- Understand, follow, and comply with the Company’s policies, procedures, and work rules.
- Must be available to work the hours required to meet deadlines for work assigned. This requires flexibility and working hours that may include weekend days, especially during busy periods.
Requirements
What you’ll need- High School Diploma.
- Strong organizational skills and attention to detail.
- One (1) year of office experience.
- Proficiency in Microsoft Office applications, typing and 10-key.
- Excellent typing, proofreading, spelling, and grammar skills.
- Excellent verbal and written communication skills.
- Prior experience working in a CPA firm or professional office environment.
- Working knowledge of office practices and procedures.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
bookkeepingbudgetingtyping10-keyproofreadingspellinggrammarMicrosoft Office
Soft Skills
organizational skillsattention to detailverbal communicationwritten communicationflexibility
Certifications
High School Diploma
