Firm Administrator

As a Firm Administrator, you’ll be at the forefront of leveraging our administrative processes using the latest technology. You’ll work closely with clients, ensuring they receive a thoughtful and intentional client experience. You will also provide comprehensive administrative support to the team, managing projects and various initiatives as they are assigned. This in-office, flexible role is ideal for someone who is looking to work 4-6 hours per day, thrives in a fast-paced, tech-driven environment and is passionate about leveraging technology to enhance productivity and effectiveness. There is an opportunity for this part-time, flexible role to become full-time if the candidate desires.

Who we are:

We’re not your typical accounting firm. Yes, we excel in providing top-tier tax and accounting services, but what sets us apart is our relentless pursuit of innovation, comprehensive client services and our commitment to leveraging technology to streamline processes and enhance the client experience. We don’t “just” do tax returns.

But it’s not just about numbers and spreadsheets here. We believe in fostering a collaborative and inclusive work environment where every team member is empowered to thrive and grow. We value creativity, and a spirit of continuous improvement, and we’re always on the lookout for talented individuals who share our vision and values.

Key Responsibilities:

Document Management

• Facilitate the flow of incoming and outgoing digital documents.
• Printing and assembly of tax returns for client signature and presentation to clients.
• Download and store client’s bank, credit card, and other reconciliation statements for accounting team members.

Data Entry

• Accurately update client data into various software programs.
• Manage set up of new clients.
• Manage the client exit process.
• Use of our practice management solution to update project workflow and manage your priorities.
• Handle payment processing and release of financial deliverables to clients.

Office Administration

• Interact with clients in person, via phone and email; greet clients warmly when they arrive at the office.
• Manage client files and confidential information with the utmost discretion.
• Triage email and phone calls for staff members as needed.
• Perform general office duties including photocopying, faxing, mailing, and filing.
• Maintain calendars and set appointments for multiple staff members.
• Provide support to the leadership team for special projects and initiatives as assigned.
• Assist in meeting setup.
• Stay ahead of the curve by exploring new technologies and tools that can enhance our office efficiency and client experience. Your innovative ideas will be welcomed and encouraged.

Qualifications & Desired Skills:

• 1+ years of experience in an administrative role/customer service role. (within the last 2 years)
• Excellent interpersonal skills and effective oral and written communication skills.
• Proficiency in Microsoft Office suite and familiarity with cloud-based productivity tools.
• Willingness to adapt and learn new technology.
• Ability to work independently.
• Critical thinking skills.
• Excellent time management.
• Experience with managing multiple priorities, deadlines and budgets; willingness to work extra hours during tax season or at other tax deadlines.
• Integrity within a professional environment and dedication to teamwork.
• Positive, team-oriented mindset, passion for helping others succeed.
• Tax, Banking, Financial, and/or Accounting experience preferred but not required.

Job Type: Full-time or part-time option, Monday – Friday, with overtime possible during the months of January through April.

Salary: $18 per hour