Administrator

Role Overview

• Provide administrative support to firm leaders as assigned, including managing schedules and communications.
• Maintain confidentiality of sensitive information.
• Prepare correspondence and reports as required.
• Assist with bookkeeping and budgeting as needed.
• Assist with coordination and booking of staff travel.
• Maintain client databases and contact information.
• Coordinate meetings, including preparation of agenda and minutes.
• Coordinate shareholder approval of QSR department expenses and assist with coding and reconciliation of company credit card reports.
• Assist with routine billing as required.
• Assist with Power Point presentations and marketing projects/campaigns as assigned.
• Perform various other tasks as assigned that may not fall within the scope of this job description.
• Be aware that the firm is subject to professional standards.
• Understand, follow, and comply with the Company’s policies, procedures, and work rules.
• Must be available to work the hours required to meet deadlines for work assigned. This requires flexibility and working hours that may include weekend days, especially during busy periods.

Requirements

• High School Diploma.
• Strong organizational skills and attention to detail.
• One (1) year of office experience.
• Proficiency in Microsoft Office applications, typing and 10-key.
• Excellent typing, proofreading, spelling, and grammar skills.
• Excellent verbal and written communication skills.
• Prior experience working in a CPA firm or professional office environment.
• Working knowledge of office practices and procedures.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options