Synergy Staffing ยท 1 month ago
Administrative Assistant - Tax CPA Firm
Overland Park, KS
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $50K/yrSynergy Staffing Services is a well-known CPA firm located in Johnson County, seeking an Administrative Assistant to support their growing team. The role involves participation in accounting operations, client communications, and sales and marketing activities including initial consultations and onboarding new clients.
RecruitingStaffing Agency
Responsibilities
Participation in weekly accounting team meetings / deadline tracking
Development of standard operating procedures
Process improvement
Client communications development
Tax return e-filing and status tracking
Initial consultation meetings with new clients
Proposal / service agreement management
New client onboarding
Hubspot management (tracking prospects / initial consultations going forward)
Qualification
Required
Participation in weekly accounting team meetings / deadline tracking
Development of standard operating procedures
Process improvement
Client communications development
Tax return e-filing and status tracking
Initial consultation meetings with new clients
Proposal / service agreement management
New client onboarding
Hubspot management (tracking prospects / initial consultations going forward)
Preferred
Previous CPA/Financial Services experience
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance
Company
Synergy Staffing
Synergy Staffing is a recruiting and placement company.
Founded in 2007
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase