Administrative Assistant

Pease, CPAs is a rapidly growing mid-sized accounting firm serving an expanding nationwide client base. With multiple offices and over 130 employees, our priority is to provide the same exceptional quality of client support that has built our reputation in a crowded CPA marketplace.

Our diverse clientele engages us for specialized expert assistance in Accounting Advisory, Audit & Assurance, Business Consulting, Buy-Side Advisory, Employee Benefit Plans, Estate Planning, Mergers & Acquisitions, and Tax Compliance & Consulting. In addition, our services cover a variety of industries, including Construction, Distribution, Healthcare, Manufacturing, Motion Picture, Nonprofit, Real Estate, and services.

We seek a qualified, extraordinarily detail-oriented professional with excellent communication and technical skills. In addition, the ideal candidate will lead by example and be able to adapt to changing daily operations while working with a diverse client base of a small to a mid-sized clients base.

POSITION: ADMINISTRATIVE ASSISTANT - Cleveland / or Akron Office

CLASSIFICATION: Full-Time (Overtime required as needed)

Salaried, Non-Exempt

HOURS: 8:00 a.m. - 5:00 p.m.

REPORTS TO: Director of Human Resources

RESPONSIBILITIES

Tax Return Processing

• Process tax returns, including copying, stamping, typing instruction sheets, preparing electronic transmittal letters, and applying correct postage to envelopes
• A comprehensive review of all pieces of information created during the tax processing process for accuracy and completeness before returning to accounting staff
• Scan client information according to Tax/ATG processes and procedures
• Update logins/logouts, assist with workflow meetings, generate workflow reports as needed
• Assist Tax/ATG departments with the preparation of client extensions
• Typing of client and government correspondence
• Adhere to the firm's turnaround time for procedures

Financial Statement Processing

• Financial statement processing, including typing, printing, assembly, and binding; comprehensive review for formatting and accuracy; draft t-letter; print shipping label and prepare package materials for delivery

• Save a copy of all processed financial statements in PDF format and upload it to Engagement and Document.
• Prepare management, governance, AUP, and t-letters, including typing, printing, and saving in the client file.
• Prepare First Research Reports, as requested
• Update all Audit department publications
• Scan client information and other documentation into Engagement, as requested by the audit team

General Support

• Assistance with special projects, as needed.
• Scan documents, provide copies, search for files, etc.

Miscellaneous

• Prepare FedEx packages and take them to FedEx pick-up location before scheduled daily pick-up.
• Prepare courier packages and arrange for pick-up/delivery
• Office phone support; answering and transferring calls
• Postage items to be mailed, including taking certified mail to the post office
• General knowledge of office equipment
• Assist fellow administrative team members with projects as needed
• Provide necessary support to all departments and offices of the firm

Requirements

• A minimum of 2 years of experience in an office environment
• Proficient with Microsoft office
• Proficient Adobe
• Proficient general office and computer skills; working with electronic files, saving pdf files, etc.
• Must be a team player and have a can-do attitude
• Strong, soft skills