We are a small CPA firm seeking a reliable, organized Office Administrator to help with day-to-day client service and office support. Responsibilities include, but are not limited to : Answer incoming telephone calls, assist if applicable, forward and transfer calls to appropriate parties in a professional manner. Must be able to operate a multi-line telephone system. Greet clients and visitors in a professional manner. Provide responsive and friendly customer service. Schedule client appointments for multiple individuals Assembly, processing and delivery of tax documents via paper and DocuSign Organize, scan and process tax-related paperwork efficiently in paper and electronic formats Maintain organized electronic and paper client files Manage the portal for incoming client documents and tax software for signed documents and filing rejections Process outgoing FedEx, UPS, and Certified Mail along with incoming mail from clients Manage recurring ACH payments and Accounts Receivable in QuickBooks Online Preparation and mailing of tax organizers Providing general administrative support to accountants and tax preparers

Other Knowledge, Skills & Abilities:

Previous experience in a tax office, bookkeeping office, or similar environment preferred Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail Proficient using Microsoft Suite, Outlook email and calendar, PDF documents, online portal, QuickBooks Online and tax software Excellent written and verbal communication skills Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations Consistently seeks to improve processes and continually learn as technology changes and is upgraded. Capable of managing highly confidential information Dependable and able to work independently after training

Pay:

From $21.00 per hour Expected hours: 40.0 per week

Benefits:

Retirement plan

Work Location:

In person