Administrative Assistant for a local CPA Office

Receptionist/Administrative Assistant for a local CPA/Financial Planning firm

Seeking a cheerful, outgoing, positive person to join our firm. As the first point of contact for our clients, your phone and interpersonal skills along with ability to work in a fast-paced environment are the most important.

Requirements:

- Screen phone calls

- Proficiency in typing

- MUST be proficient with Word, Excel, Outlook and Teams

- Copy/collate tax returns

- Coordinate appointments for partners

- Light filing

- Must be able to pass a criminal background check and drug screen test

Preferred:

- Basic knowledge of Quickbooks

- Assistance in preparing investment forms and applications

Hours are 8:30am to 5:30pm. This is a full time position offering medical and dental insurance, plus retirement plan.

Most of our staff has been with us for several years; thus, we're looking for someone who is a motivated team player and can grow with us.

Applicants only, please...no recruiters. Please email your resume and salary history in either Word or PDF format.