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The Bonadio Group · 1 day ago

Administrative Professional

East Aurora, NY

Full-time

Onsite

Mid Level

$22/hr - $25/hr

3+ years exp

The Bonadio Group is seeking an Administrative Professional to support their Small Business Advisory Service Line in East Aurora, New York. The role involves processing client tax returns, providing partner support, and maintaining effective communication with clients and internal personnel.

AccountingConsultingFinancial Services

Responsibilities

Process client tax returns and mailings as necessary

E-file client tax returns and mailings as necessary

Provide dedicated Partner support as assigned including time and expense entry, billing, e-mail triage, travel assistance, etc

Assist in the preparation, proofreading, editing, and processing of documents including, but not limited to, correspondence, financial statements, client related correspondence, etc. in order to produce error-free work

Ability to professionally and effectively handle communications with internal personnel as well as external clients – both via phone or in person; taking detailed messages as needed

Organize, update, and assist with calendar for assigned partner(s)

Coordinate logistics for meetings, conference calls and communicate details accordingly

Enter, transcribe, record, store, and/or maintain information in written or electronic form

Develop and maintain the technology skills required to function at peak efficiency

Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed

Sort incoming mail as necessary

Assist in all other administrative areas as needed

Adhere to the highest degree of professional standards and strict client/firm confidentiality

Qualification

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointOffice methods knowledgeCommunication skillsOrganizational skillsConfidentiality

Required

A minimum of three years of relevant experience

A minimum of an associates degree or a high school diploma, GED with equivalent work experience

Knowledge of typical office methods and procedures, filing, telephone techniques, scanning, and office equipment, as well as business English usage, spelling, grammar, and punctuation

Proficiency in Microsoft Word, Excel, and Outlook, and PowerPoint