About the Company
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)