We are a progressive 40-person CPA firm that has served the Southeastern PA business community for more than 70 years. We are looking for someone who would like to take on a position designed to grow and advance. The desired candidate would be someone looking to be involved in all aspects of the business including administrative support, marketing, and 1040 processing. Our company prides itself in being technology-forward, providing our employees with all the tools necessary to excel and create a positive work/life balance.
Job Description
Answer phone calls and greet visitors in a friendly, helpful manner.
Process incoming and outgoing faxes.
Sort and distribute mail and packages.
Photocopying and typing from the weekly worklist.
Weekly/daily filing.
Maintain Client email list and other databases, assist staff with tracking business contacts, update letter and other print materials, assist with organization and coordination of firm marketing and social events and projects.
Financial statement preparation, including typing, proofreading, copying, and assembling.
Frequent written and oral communication with clients, Firm staff, and others.
Protect Firm’s value by keeping information confidential; maintain Firm’s reputation by complying with regulations and professional ethics.
Contribute to a team effort by accomplishing related results as needed.
Work with our Tax Department to learn 1099 and 1040 tax procedures.
Additional Duties (other duties may be assigned)
Prepare mail and UPS packages for mailing.
Maintain quality service by enforcing organization standards.
As a staff member, you may be required to check in with any of your supervisors on a daily, weekly, or other appropriate interval.
Must be proficient in Microsoft Office, Excel
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Work Location: In person