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KerberRose · 9 hours ago

Seasonal Administrative Assistant

Oshkosh, WI

Full-time

Onsite

New Grad, Entry Level

KerberRose S.C. is a Top 200 CPA firm that builds lasting relationships and delivers innovative financial solutions. They are seeking a Seasonal Administrative Assistant to provide support in their Oshkosh office, handling tasks such as client inquiries, document preparation, and office operations during the tax season.

Accounting

Work & Life Balance

Responsibilities

Organizes and prioritizes large volumes of calls, information, and mail; drafts written responses and replies by phone or email as needed, and responds to routine requests for information

Greet clients professionally, ensuring they feel welcomed and attended to promptly

Handles confidential information related to client tax returns with discretion and professionalism

Scans, organizes, and maintains electronic copies of tax documents

Answers and directs incoming phone calls, takes messages, and handles both routine and non-routine inquiries

Prepares, types, and formats business documents including correspondence, memos, charts, tables, graphs, business plans, financial statements, and assembled/e-filed tax returns

Proofreads documents for spelling, grammar, and layout to ensure accuracy, clarity, and professionalism in all final materials

Works independently and collaboratively on ongoing and special projects; serves as project manager when requested by the Partner in Charge, coordinating presentations, direct mailings, and information distribution

Maintains organized client files, monitors and tracks office projects and tax returns, and oversees supply ordering

Supports office operations by processing petty cash, submitting accounts payable to the home office, preparing client billing, and recording meeting minutes

Ensures the professional appearance of the office, including upkeep of the lobby and common areas

Qualification

Customer serviceOrganizational skillsDocument preparationAttention to detailProject management

Required

Associate's degree or equivalent experience

May be required to work occasional Saturdays during peak tax season

Strong attention to detail and organizational skills

Ability to plan, prioritize, and manage a varied workload

Excellent customer service skills with the ability to deliver a premier client experience

Benefits

Mentorship and Talent Development Program Opportunities

Continuing Professional Education

Paid Time Off and Holidays

Employer Matching 401(K) & Profit Sharing Plan

Financial incentive for CPA and Enrolled Agent designations

Health, Dental, Vision, and Life Insurance

Flex Spending Account/Section 125 Plan

Health Care Reimbursement Account

Short-Term and Long-Term Disability

Wellness Reimbursement and Programs

Student Loan Repayment Program

Business Development Incentives

Company

KerberRose

In the 1980s, three like-minded practitioners in Shawano, WI, shared a vision of offering proactive, personalized tax and accounting services to local individuals and businesses.

Founded in 1979