An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
Administrative Account Specialist Scott, Stackrow & Co., CPAs, P.C. Troy, NY Job Details Part-time | Full-time $48,000 - $55,000 a year 6 hours ago Benefits Health insurance Paid time off Life insurance Retirement plan Qualifications Microsoft Outlook Spreadsheets Word embeddings Administrative experience High school diploma or GED Database management Organizational skills Multi-line phone systems Technical Proficiency Full Job Description Job description: Scott, Stackrow & Co., CPAs, P.C., is a public accounting firm long recognized for expertise, experience and commitment in bringing the highest standards of performance to our clients. Our mission is to provide exceptional services to our clients while creating an atmosphere that will promote, support and reward our staff for making a difference. We currently have a unique opportunity for an to join our team of accounting professionals. Full-time hours for this position are Monday through Friday (8am - 5pm) with some overtime required during tax season (January 15th-April 15th).
Note:
June through August we are closed on Friday's. Work schedule to be discussed at time of interview. The ideal candidate is a bright, energetic, and professional communicator who thrives on providing exceptional service to clients. Attention to detail, a welcoming demeanor, and a strong team-first attitude are needed to excel in this position. Proficiency in MS Office is required, along with the ability to quickly learn and navigate specialized software.
Key Responsibilities:
Tax Return Assembly & Delivery:
Assemble corporate, individual, sales, and payroll tax returns for client distribution. You will have the opportunity to become the department lead for our assembly and electronic delivery processes.
Client Support & Technology Guidance:
Assist clients with routine inquiries regarding their tax return status. Research and troubleshoot client concerns, with a specific focus on helping users navigate document uploads and e-signatures within our Thomson Reuters software platforms.
Administrative & Front Office Support:
Partner with the receptionist to answer a multi-line phone system, accurately direct calls, greet clients, and assist with daily office operations. Occasionally deliver client information as requested.
Data & Document Management:
Maintain databases, organize electronic files, enter data, billing, and handle word processing, spreadsheets, and other firm documentation.
Qualifications and Skills:
Education & Experience:
High School diploma required; an Associate's degree and/or 1-3 years previous administrative experience is preferred.
Communication & Organization:
Excellent written and verbal communication skills, exceptional attention to detail, and superior organizational abilities.
Technical Proficiency:
Proficiency in Microsoft Office Suite (Word, Excel, and Outlook) is required, with a high aptitude for learning firm-specific software.
Time Management:
Proven ability to multi-task, manage simultaneous high-priority deadlines, and work effectively in a fast-paced environment.
Discretion:
Absolute commitment to maintaining the highest level of client confidentiality.
Salary/Benefits:
Benefits Included:
Paid time off; Medical Insurance; Group Term Life Insurance; Deferred Compensation Retirement Plan This is an hourly, non-exempt position. Salary commensurate with experience between $48,000 - $55,000 per year ($24.00-$27.50/hour) Ability to commute: Troy, NY 12180
Work Location:
In person If interested, please email our office through this job posting or fax resume to Scott, Stackrow & Co. CPAs at 518-274-9085.
Job Types:
Full-time, Part-time Pay:
$48,000.00 - $55,000.00 per year
Benefits:
Health insurance Paid time off Retirement plan Application Question(s): Do you have a mid level computer experience in MS Outlook, Excel and Word? Ability to