Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Firm Administrator
Job
Capocore Professional Advisors
Orion charter Township, MI (In Person)
$45,732 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
44
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Purpose The Firm Administrator is responsible for running administrative functions and learning the specific administrative activities common to a public accounting firm and applying their technical skills to efficiently process client work, provide administrative support to individuals inside the firm and assist with internal firm administrative tasks and projects. Duties and Responsibilities Handle phone calls, maintain calendars, handle correspondence, etc. Tax return processing, including assembly and processing of individual and business tax returns, tracking, communicating and monitoring due date list for all tax returns, and releasing/e-filing tax returns Typing, processing, copying and binding of all financial statements Preparation, monitoring of client engagement letters. Handle administrative processing of all firm proposals and other miscellaneous reports. Maintains postage machine, replenishes postage and serves as U.S. Mail guideline resource Firm billings and collections Responsible for copier and printer maintenance Types various correspondence, copies, assembles and mails, prepares priority mail, FedEx, etc. Processes incoming and outgoing mail, including taking mail to mailbox (or Post Office), makes deliveries, if needed. Responsible for general office operations, internal workflow, and recording of daily billable and non-billable time. Maintain Firm Practice Management database and software. Compose and prepare confidential correspondence, reports, and other documents as needed, proofing for grammar, content, and accuracy; maintain up-to-date files. Open, read and answer incoming mail and independently handle or attach appropriate file/information. Plan and coordinate projects and assignments by organizing your own schedule, and that of others, to meet deadlines. Troubleshoot software and equipment, including printer and copiers; keeping them stocked with paper and in working order. Schedule conference rooms for meetings and prepare agendas. Order office supplies when needed. Assist in the digital process of storing data as it relates to internal and client files. Interprets and enforces administrative and operating policies and procedures for team members, while also keeping documentation current and published Perform other job-related duties and activities, as requested. Key Success Factors Caring, friendly attitude and ability to build relationships Ability and desire to continually improve administrative/bookkeeping skills Dedication to higher achievement in an administrative career Interest in continually examining firm processes for better efficiency and effectiveness. Key Performance Indicators Excellent working knowledge of PC's with accurate data input and advanced computer skills with Microsoft Office Certifications. Ability to work under the stress of maintaining the proper connection between members of the management team, employees, and clients. Ability to exchange information, to present ideas and report facts and other information clearly and concisely Ability to handle multiple tasks while remaining organized. Ability to be flexible and/or re-prioritize based on the firm's needs. Ability to comprehend consequences of various situations and make appropriate individual(s) aware of the same, for decision-making. Ability to work effectively in a professional office environment and possess an executive presence in dress, speech, and manner. Ability to manage own workflow with minimal supervision, and resolve complex questions and problems with members of the management team. Good communication and organizing skills; exhibit accuracy when working with details, paying special attention to grammar, spelling, and punctuation. Ability and willingness to meet attendance standards and work Conclusion This person needs to be knowledgable, when it comes to areas of computer software, client interaction and office management. Must be able to have some light accounting skills. Having general knowledge of how a CPA firm operates is not a must but does help.