Administrative Assistant

Administrative Assistant

Classification : Full-Time, M-F, 8am-5pm (additional time as needed) Compensation : Hourly Rate of $18-25 / per hour (DOE); Benefits include medical, dental and vision insurance, PTO and paid holidays, retirement match, and more. Reports to : Rockne Wilson, Managing Partner

Summary of Responsibilities : Your job is the key to the success of Wilson and Wilson CPAs, Inc. You are the first-person clients, and potential clients will talk to and meet. Therefore, your first responsibility is to present a professional, courteous, and knowledgeable image of the firm to callers and visitors, as well as make them aware of our services and capabilities. You will also provide a pivotal role in the tax process by organizing and updating key information, collating tax returns, and assisting in the filing process. In addition, you are to maintain an organized, stocked, and efficient environment to support all other staff members.

Essential Functions :

• Front Office / Reception
• Receive, screen, and refer phone calls / messages to appropriate parties.
• Receive and record payments from clients.
• Maintain firm calendar and schedule / coordinate appointments.
• Request and file new client information sheets.
• Drive vehicle to perform client errands as needed.
• Office Management
• Maintain / update practice management and client files.
• Drive vehicle to pick up and maintain supplies.
• Maintain office appearance (i.e. watering plants, daily upkeep, etc.)
• Arrange travel as necessary for staff.
• Assist with preparation, duplication, printing, and distribution of financial statements, reports, and projects at the direction of the accountants and staff.
• Manage client control sheets include Tax WIP, Certified Mail Log, Weekly Agenda, etc.
• Schedule and arrange office social events.