Administrative Skills, Public Accounting, Certified Public Accountant (CPA), Operations Management,
QUALIFICATIONS
Digital literacy and research skills, including the ability to analyze the reliability of information
Familiarity with standard office platforms, such as Microsoft Office and QuickBooks
Data management and entry skills, including the ability to maintain and improve filing systems
Accurate record keeping
Written communication skills
Time management, multitasking, and flexibility
Ability to work well under pressure and navigate multiple deadlines
RESPONSIBILITIES
Provides administrative support to ensure efficient office operations.
Maintains physical and digital filing systems.
Answers phone calls and directs callers to appropriate personnel, schedules appointments, signs for incoming packages, and assists clients and other visitors.
Responds to emails and other digital queries and correspondence.
Ensures that deadlines are met and adapts to changing priorities.
Inputs and updates information in databases and spreadsheets.
Updates the tax season spreadsheet in a timely manner
Maintains the electronic archive of the clients
Helps to collect documents from the client for tax preparation
Scans and Archives bank statement for the accounting team
BENEFITS
Paid Time-Off, Performance Bonus, Prescription Drug Coverage, Life Insurance, 401K Match, Paid Sick Days, 401K, Medical, Dental, Vision
LOCATION
New York, NY
POSTED
3 days ago
CPA firm seeking a Administrative Assistant to Provides administrative support to ensure efficient office operations.