Job Description

ADMINISTRATIVE ASSISTANT

Location: Gilbert, Arizona

Reports to: Owner

Company Summary

We are a boutique CPA firm primarily engaged in tax preparation and outsourced accounting services, located in Gilbert. We are very hands-on with our established clientele and provide a level of customer service that is often missing from this industry. We put great emphasis in our company culture and pride ourselves on unity and team camaraderie. We offer a casual and friendly environment but expect professionalism with regard to communications and appearance.

Position Description

We are looking for someone looking to be the primary face of our Gilbert office. You will be primarily involved in coordinating our local tax business by communicating with clients, scheduling meetings, working with our partners, and overall office administrative duties. We are looking for someone who is committed and ready to immerse themselves into the company. This is not a remote working position. You will engage with our clients on a regular basis and will often be the first interaction a client has with our firm. We expect an extremely friendly, happy, outgoing, and social personality - someone who can develop great relations with our current and future clients . Day-to-day tasks will constantly evolve. You will be expected to shift gears when needed, multi-task, learn quickly, and act as a professional representative of the firm. You will demonstrate a high level of organization, be a self-starter, and able to learn and adapt quickly. You must have a great attitude, be joyful and pleasant, and be knowledgeable and professional when meeting with or talking to clients. Reliability, innovation, responsiveness, honesty, accuracy, and attention to detail is critical in this role, as well as a sense of urgency when it comes to requests and deadline. The right person will have the drive, attitude, and ability to be a trusted part of our team.

Duties/Responsibilities

Create and maintain operational efficiency for the partners of the firm by handling all administrative related tasks Scheduling client meetings (both in person and video conferencing), travel arrangements, and maintaining partner's calendars Greeting clients, responding to new client inquiries, and answering/returning phone calls Serve as gatekeeper/liaison between vendors/clients and firm's partners Organizing documents and coordinating return of records to clients Open lobby at 8:00 am and close at 5:00 pm daily Maintain office - order supplies, light janitorial service, trash collection, ensure kitchen and conference rooms are stocked and clean, and coordinate all building repair/maintenance services Assist with overall building management Manage postage and handling with post office, FedEx, and UPS Manage new client onboarding and maintain our sales pipeline

Job requirements

Previous experience as a Receptionist, Personal or Administrative Assistant, or Office Manager is PREFERRED; minimum of 2 years Experience working in a professional service firm (i.e. legal, accounting, etc.) is PREFERRED General knowledge of tax and accounting PREFERRED Excellent communication, social, and customer service skills Strong organizational skills, attention to detail, sound judgment, and time management skills with the ability to prioritize Strong understanding of technology, including MS Office, Google Suite, and various video conferencing software Provide a high level of service to internal and external customers Ability to maintain a high degree of confidentiality and retain the trust of the owner Strong organizational and time management skills Hardworking, dependable, reliable, self-motivated, and responsible Professional appearance and phone/email etiquette Easy to work with personality - no drama Occasional light travel may be required
If you feel you meet the requirements of this position, we welcome you to apply.

Please include a cover letter

explaining:

Your interest in the role Your reason for applying and/or seeking new employment Any special skills you possess that would make you stand out in this position above others Any experience you may have as it relates to accounting or taxes Whether you are local or will be relocating from another location Anything else about yourself that you think may influence our decision Your general availability for an interview
Please no recruiters.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance
Work Location: In person