Confidential · 6 hours ago
Administrative Assistant
Portsmouth, RI
Full-time
Onsite
Entry Level
1+ years expConfidential is a well-established professional services firm seeking a full-time Administrative Assistant in a fast-paced CPA environment. The role involves client onboarding, document management, scheduling, and processing tax returns among other clerical duties.
Information Technology & Services
Responsibilities
Process a high volume of tax returns, extensions and estimates through various delivery methods (electronic, client portal, paper)
Maintain due date reports for designated team members; follow-up as necessary to ensure accuracy
Assist in coordinating, formatting, and drafting practice correspondence, reports, presentations, articles, and engagement letters ensuring consistency in presentation in line with established Firm standards
Manage annual distribution of client engagement letters and tax organizers
Answer phones
Perform general clerical duties
Draft and edit client documents and related correspondence and billings
Bookkeeping
AR/AP
Where applicable, order and coordinate meals and be prepared to take meeting notes if requested
Coordinate travel plans, booking, and itineraries for all staff levels to include conferences, training, client meetings, etc
Input time, expenses and/or CPE details for designated team members
Assist with client billing and follow-up
Assist team members in updating client contact information in all systems
Maintain flexibility in dealing with simultaneous projects with a high attention to detail
Utilize proactive and creative problem-solving skills
Build professional relationships with clients and colleagues
Maintain discretion with sensitive client information
Other duties as assigned
Qualification
Required
Advanced knowledge of Microsoft Office
Advanced knowledge of Excel
Advanced knowledge of Adobe
Knowledge of QuickBooks, including bank reconciliations, and reporting
BA/BS degree or 1-3 years of related experience
Preferred
Public accounting industry preferred
Benefits
Medical/dental
401K match
Other benefits
Company
Confidential
Our clients come to us for help in recruiting the best mid-to-senior-level talents in the market.
Founded in 2014Bangalore, IN
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase