Part Time Executive Admin Assistant
COMPANY DESCRIPTION Beth Bockenhauer, CPA is a small CPA practice offering a team focused environment; competitive wage and benefits; continuous education; flexible schedule; and outstanding growth opportunities.
RESPONSIBILITIES AND SPECIFIC DUTIES Delivers clients' final tax returns and support documents as instructed by company checklists.
Supports tax department by tracking key client information which includes estimated payments; tax planning; and changes in client's tax situation (home purchase, child, retirement, etc.
).
Restores clients' accounting software files, as well as delivers the accountants' changes to clients.
Onboarding of new clients by creating new file structures on server and document portal.
Responsible for ensuring all pertinent information is captured and inputted in CRM software.
Manages execution of client authorization forms and proper routing once executed.
Directs clients celebrations and awards.
Manages company computer file structure to ensure all documents are properly saved to correct folders.
Supports company expense management utilizing third party software.
KNOWLEDGE AND SKILL REQUIREMENTS Associate degree in accounting or similar experience (2 years) as a public accounting practice admin assistant Prior accounting/bookkeeping experience preferred Prior experience in client services Strong interpersonal and relationship building skills Exceptional organization skills Strong technology skills (MS Office, Outlook, One Note, QuickBooks at a minimum) Experience in paperless environment ADDITIONAL INFORMATION This is a part-time executive assistant position.
This position can easily turn into full time resulting from a current growth expansion plan.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
RESPONSIBILITIES AND SPECIFIC DUTIES Delivers clients' final tax returns and support documents as instructed by company checklists.
Supports tax department by tracking key client information which includes estimated payments; tax planning; and changes in client's tax situation (home purchase, child, retirement, etc.
).
Restores clients' accounting software files, as well as delivers the accountants' changes to clients.
Onboarding of new clients by creating new file structures on server and document portal.
Responsible for ensuring all pertinent information is captured and inputted in CRM software.
Manages execution of client authorization forms and proper routing once executed.
Directs clients celebrations and awards.
Manages company computer file structure to ensure all documents are properly saved to correct folders.
Supports company expense management utilizing third party software.
KNOWLEDGE AND SKILL REQUIREMENTS Associate degree in accounting or similar experience (2 years) as a public accounting practice admin assistant Prior accounting/bookkeeping experience preferred Prior experience in client services Strong interpersonal and relationship building skills Exceptional organization skills Strong technology skills (MS Office, Outlook, One Note, QuickBooks at a minimum) Experience in paperless environment ADDITIONAL INFORMATION This is a part-time executive assistant position.
This position can easily turn into full time resulting from a current growth expansion plan.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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