CPA Firm Office Admin

We are seeking a CPA Firm Office Admin to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

• Draft correspondences and other formal documents
• Plan and schedule appointments and events
• Greet and assist onsite guests
• Answer inbound telephone calls & inquiries
• Develop and implement organized filing systems using Cloud-based solutions
• Must be comfortable with modern cloud-based Tech driven environment.
• Candidate should be able to handle some accounting projects and prepare some tax work with direction.
• Perform all other office operations tasks as required.

Qualifications:

1. Tech Savvy: Proficiency in modern office software and technology tools is crucial, including Microsoft Office Suite, accounting software (e.g., QuickBooks/QBO), practice management systems, and document management software.

2. Multi-tasking: The ability to manage multiple tasks and priorities simultaneously while maintaining accuracy and meeting deadlines is essential in a fast-paced CPA firm environment.

3. Client Service Orientation: Strong interpersonal skills and a commitment to providing excellent client service are vital, both within the office and in interactions with clients, visitors, and vendors.

4. Organizational Skills: Excellent organizational abilities, attention to detail, and the ability to keep track of multiple projects and tasks are critical for effective office management and support.

5. Communication Skills: Clear and effective communication, both verbal and written, is essential for coordinating with team members, clients, and external stakeholders.

6. Problem-Solving: A proactive and resourceful approach to problem-solving is necessary for addressing day-to-day challenges and finding efficient solutions.

7. Adaptability: Flexibility and adaptability to changing priorities, procedures, and technology are important, especially in a dynamic and evolving CPA firm environment.

8. Confidentiality: Maintaining confidentiality and handling sensitive information with discretion and professionalism is a fundamental requirement in a CPA firm setting.

9. Team Player: A collaborative and cooperative attitude, along with the ability to work effectively in a team environment, is essential for fostering a positive and supportive workplace culture.

10. Continuous Improvement: A commitment to continual learning, professional development, and implementing best practices is crucial for staying current with industry trends and optimizing office efficiency.

11. CPA Firm Experience: Previous experience in a CPA firm office or other related fields