JOB DESCRIPTION
DEMONSTRATE YOUR EXPERTISE IN ADMINISTRATIVE ASSISTANCE. ADD VALUE TO SMALL BUSINESSES OWNERS. JOIN A GROWING, HIGH ENERGY, NON-TRADITIONAL CPA FIRM WITH A DIVERSE CLIENT BASE.
OVERVIEW
Tax Solutions, a fast growing CPA, PFS firm that specializes in providing small businesses and professionals with CPA assistance in tax planning, preparation, filing, bookkeeping, payroll and incorporations, seeks an admin assistance to participate in servicing our clients accounting and tax needs.
Our employees have a unique experience to work directly with a diverse set of clients and coworkers, under supervision and guidance of a CPA and strong accounting staff, to further strengthen existing and new client relationships via ongoing direct communication, provide service delivery, and demonstrate your professional expertise in performance of known and unanticipated, sophisticated routine and non-routine administrative assistance and business advisory activities.
DESCRIPTION OF DUTIES
TIME ACTIVITY DESCRIPTION
50% Customer Service
Meet and obtain tax return data face to face with client.
(very important)
Answer and use telephone.
Keep track of calls and schedule appointments. (very important)
Complete telephone pre-screen/interview sheet, making sure name, phone number and tax or accounting issues are clearly stated.
Confirm appointments one week in advance and assist with rescheduling.
40% Clerical
Key information from new client information sheets and tax organizers into customer database/tax software (Drake) program.
Project Management
Monitoring the receipt of missing information
Update address book in Outlook and QB.
Organize client files and client tax returns.
Copy all required forms.
Draft and mail letters from template such as:
CPA attestation letters for mortgage lenders.
Prospecting clients.
Thank you letters.
Referral letters.
10% Other
Mailing and returning original documentation and tax returns.
Handle incoming and outgoing mail that includes tax returns, payroll forms, letters, etc.
REQUIREMENTS
Be able to relate to a wide variety of people and enjoy talking to people. Must be able to thrive in a fast paced, changing, and diverse environment.
Be highly organized, analytical and able to think ahead of clients and staff. (The position is expected to have interview rooms ready in advance of clients appointments, ensure work supplies do not run-out (ie toner, paper, toilet tissue, etc
)
Strong knowledge and usage of Microsoft Outlook email, tasks and calendars and able to manage deadlines of their assigned caseload and others.
Basic knowledge of QuickBooks (customer entry, invoicing, credit card transactions)
Must be able to prompt management and staff that a meeting is upcoming or that a deadline is approaching.
Able to see the big picture (how every fax or call fits into the overall client servicing and understand how they can best make sure that every fax or call gets addresses properly. )
Willing to improve our business processes and foster communication.
Can grow toward managing the office, and streamline processes to enhance everyones workday.
Attention to detail, natural curiosity and strong presentation skills.
Able to thrive and stay organized in a fast pace, multi-tasking client-interdependent environment with minimal supervision and take ownership of assigned caseload.
Emotionally secure to handle that the job involves multitasking at all layers.
BENEFITS
Opportunity to see clients and their businesses benefit as a result of your efforts.
Direct positive feedback from clients and coworkers.
Exposure to a breadth of accounting and tax opportunities.
Ability to apply your skills to a number of clients.
On-going Training.
- Location: East Atlanta Village
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.