New Jersey based CPA firm engaged in public accounting, tax planning and preparation, and financial consulting is seeking an experience Administrative Assistant/Office Manager to join its team. The firm is dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Salary will be commensurate with experience.
About the Role
Client support: Phone calls, emails, and assist with inquiries
Working knowledge and optimization of Microsoft Office 365
Manage contacts, draft emails, and other Microsoft Outlook functions
Receptionist and clerical duties such as filing, scanning, letter writing and editing
Tax return assembly and preparation of Form 1099 for clients
Creating and maintaining company files
Human resources support and special projects when required
Basic bookkeeping - strong knowledge of excel to create spreadsheets
Client invoicing and credit card processing
Qualifications
Knowledge of QuickBooks and other accounting software
Experience in public accounting and/or financial services industry preferred
Understanding of investment account application process, documentation, and preparation
Thomson Reuters Practice CS Accounting software and Greatland Yearli Premier program knowledge (preferred but willing to train)