Job Description

Administrative Assistant role at AAFCPAs.

Performs a variety of document processing functions in support of the firm and its clients according to established policies, formats, and practices. Responsible for formatting, editing, and processing various documents for clients.

Responsibilities

• Follow established procedures to prepare and format client audit and tax documents
• Review document language and format to ensure quality output following compliance procedures
• Proof, edit and format financial statements and other reports for final review and approval, complete and send to client and/or tax agencies on behalf of clients
• Prepare electronic copies of drafts, as well as printing and collating draft copies for client meetings in a professional format when needed
• Converts documents, when necessary, from multiple formats
• Works independently to manage workflow and volume of requests using our tracking software
• Ability to prioritize work according to the various deadlines
• Work as a team member in the firms Internal Client Service department

Qualifications

• Associate or bachelors degree in business administration, communication, English or related field preferred
• Previous administrative experience, preparing documents, reports, and presentations required
• Build relationships and communicates effectively with team members to ensure accurate and timely delivery of documents
• Demonstrated strong client service orientation
• Exceptional verbal and written communication skills with an emphasis on accuracy in grammar, punctuation, and spelling. Ability to proofread typed material for grammatical, format and typographical errors
• Proven detail orientation and ability to multi-task in a fast-paced environment
• Strong problem solving and analytical skills, identifying opportunities for efficiencies
• Strong technology orientation and proficiency in Microsoft Office Suite
• Experience with multiple systems and tools: XCM, ProFX, SurePrep, or similar processing systems preferred
• Strong organizational skills, attention to detail
• Should be a people person, should be patient and understanding as there will always be last-minute emergency tasks that come their way; should enjoy a fast-paced day during the busier months, experience working with many different personalities
• Able to work in a remote environment when needed

Additional Information

Competitive hourly compensation is offered along with a benefit package which includes paid time off and 401(k) savings plan. All your information will be kept confidential according to EEO guidelines. AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

Notes: Seniority level: Entry level; Employment type: Full-time; Job function: Administrative; Industries: Accounting.

Job Tags

Similar Jobs