Job Description
Job description
Established CPA firm specializing in family-owned businesses and high net worth clients is seeking a detail-oriented individual to oversee administrative functions of professional office as a working team member in a very collaborative environment. This 100% onsite role is for someone who thrives in fast-paced office during tax season with much a much calmer environment the balance of the year. If you are a strong communicator who can juggle multiple priorities with ease, we would love to hear from you. Prior experience with an accounting firm is desired.
Duties
· Prepare, proofread, and format documents
· Ensure completeness, accuracy, and timeliness of workflows
· Order and maintain office supplies
· Coordinate with facility vendors/contractors as necessary
· Maintain client contact via phone and email
Requirements
· Proficiency with Microsoft applications, especially Word and Excel
· Experience with tax software (UltraTax a major plus)
· Experience with QuickBooks
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