The administrative assistant will provide support to Partners which will include:
- Compose, proofread, organize, and maintain correspondence, reports, and other complex documents, including financial reports and engagement letters
- Process new clients via contact management
- Manage, move and track mailing of client and corporate tax returns
- Client billing preparation and mailing along with statement review
- Provide basic administrative assistance, which may include: data entry, copying, filing, client communication and recordkeeping
- Manage schedules, calendars and meetings
- Manage time effectively to meet and exceed deadlines to ensure availability for any additional projects
Some client support as needed:
- Deposit client management checks
- Some correspondence and special projects for clients
Requirements:
- Previous experience as an Administrative Assistant
- Ability to function in a fast-paced environment
- Work well with others, and take direction from multiple Partners
- Service oriented and solution driven
- Strong technology skills – MS Office, Outlook
- Strong written and verbal communication skills
- Previous experience in a CPA firm or professional services firm is a plus
If this sounds like something that suits your needs, please forward a cover letter & resume outlining your capabilities to careers@janoverllc.com. You can also download, complete and send an employment application (PDF) as well.