Job Description

Administrative Specialist/Tax/Receptionist

Patterson & Company CPAs is seeking a reliable, organized Office Assistant/Receptionist to perform day-to-day administrative and clerical tasks. The successful applicant will have a positive attitude, a desire to work as efficiently as possible, and excellent client-facing communication skills. Positive first impressions for clients is very important to our firm. This job may include some overtime during tax season. Duties focus more on tax related work leading up to and during the tax season as well. We’re looking for someone who can operate effectively with little supervision and who can manage multiple tasks simultaneously.

Responsibilities

• Have extensive interactions with firm clients (primarily during tax season)
• Schedule appointments
• Process deposits
• Client Billing
• Light accounting duties
• Answer phone system and direct calls as required
• Assemble tax returns
• Retrieve documents and files when requested
• Read and route incoming mail and process outgoing mail
• Create, edit, and update spreadsheets
• Maintain electronic filing and storage systems in office
• Maintain office supply inventory

Experience

• 2+ years’ experience in an administrative capacity
• Familiarity with tax software/technology
• Associate’s degree preferred
• 1+ years customer service experience
• Typing speed: Minimum 60 WPM with 90 percent accuracy
• Strong interpersonal communication skills
• Word, Excel

Job Type:

• Full-time

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