Summary
Hamil, Lehman & England, PC is seeking an Administrative Professional to join our team. We are a CPA firm located in Fort Wayne, Indiana specializing in accounting, taxation, and consulting needs for individuals and small to medium size companies. Our focus is on providing exceptional personal service to our clients.
Position Description
The Administrative Professional is responsible for general office tasks including scheduling, maintenance of client data, client files, and assembly of tax returns. This individual will communicate proactively to ensure deadlines and the needs of clients are met. Provides administrative support to team members and positively contributes to the office culture and client experience. This position is an excellent fit for a customer service orientated professional seeking an opportunity within a growing firm.
Specific Responsibilities
• Reception desk duties, greeting clients and office visitors
• Client scheduling and follow up
• Screen incoming phone calls and route calls to the appropriate team member
• Administrative support for all team members as needed
• Postmark outgoing mail and sort and distribute all incoming mail
• Assemble various tax returns, including client instructions and vouchers
• Organize and maintain client and referral partner data base
• Organize and maintain client files (including offsite storage facility)
• Provide exceptional customer service
• Ensure accuracy and quality control of all work products
• Maintain confidentiality with personal and sensitive data
Qualifications and Competencies
• Associate or bachelor’s degree
• Two years of administrative, customer service, or hospitality experience
• Detail-orientated
• Ability to multitask, prioritize, and organize efficiently
• Excellent verbal and written communication skills
Preferred Qualifications
• Familiarity with a professional services firm and/or accounting experience
• Advanced technology skills
• Desire to grow and advance through continued training
Salary and Benefits
• High quality health insurance, dental insurance, and vision
• Life insurance
• 401K plan with company match
• Bonus opportunities
• Paid time off, paid holidays
• Professional incentives, including paid continuing education
• Employee incentives, including meals during tax season
• Competitive hourly rate, commensurate with experience
Hamil, Lehman & England, P.C. takes considerable pride in offering you the expertise of a large firm, combined with the attention and focus of a dedicated local firm. We excel in providing professional support that complements and assists our clients in achieving their individual and financial goals.
Our professional staff has experience and expertise in the areas of health care and medicine, personal property leasing, manufacturing, wholesale distribution, nonprofit, real estate leasing and development, retail sales and service industries. Our clients include well-established businesses, business start-ups, individuals and nonprofit organizations.
We foster long-term relationships with our clients through great communication, proactive service and personal integrity. We are committed to providing professional, timely, comprehensive accounting service to our clients, using a balance of innovation and practicality. We staff our engagements with people who reflect the values, ethics and dedication of our profession and our firm.