The Bonadio Group is currently seeking an Administrative Professional to support our Advisory and Consulting Service Line in our Rochester, New York location. This position is responsible for performing office support activities for multiple Partners and employees which will include, but is not limited to, implementing administrative systems, procedures, and policies as directed, and monitoring administrative projects. Responsibilities
- Provide comprehensive administrative support to assigned Partners/Principals and other staff as assigned, including calendar management, e-mail triage, scheduling, meeting assistance, time and expense entry, travel accommodations, billing, budgeting, conference/event registration, CPE tracking, and other needs, as requested
- Generate reports including, but not limited to, margin, sales team, new work, period comparison, aging, reconciliation, productivity, performance indicator, culling, client transfer, WIP, WIP transfer, WIP reconciliation, compliance, etc.
- Execute the preparation of client deliverables as applicable including financial statements, tax returns, extensions, organizers, engagement letters, confirmations, quality control submissions, etc.
- E-file tax returns as needed
- Facilitate new client acquisition code and project set up; Perform client transfers and PIC reassignments as needed
- Maintain expertise in firm billing procedures and software, adhering to strict billing deadlines
- Perform other administrative tasks as needed including proposals, check requests, set up/roll Engagement binders, Partner goals, meeting agendas and minutes, tracking of state licensing, data management, team/office marketing needs, etc.
- Assist in the planning and execution of statewide retreats, seminars, meetings, team trainings, and internal or external conferences as needed; Participate if required, taking notes, tracking action items, and following up on tasks
- Assist with kitchen duties as needed
- Cross-train and learn others' administrative responsibilities to provide backup assistance as needed
- Backup and assist with reception coverage as scheduled, including lunch/break periods and vacation
- Adhere to the highest degree of professional standards and strict client/firm confidentiality
Qualifications Required: - A minimum of three years of relevant experience
- A minimum of an associates degree or a high school diploma, GED with equivalent work experience
- Knowledge of typical office methods and procedures, filing, telephone techniques, scanning, and office equipment, as well as business English usage, spelling, grammar, and punctuation
- Proficiency in Microsoft Word, Excel, and Outlook, and PowerPoint
The salary range for this position is between $21.00 to $24.00 per hour and is commensurate with experience.
Hours Of Operation: - This is a full-time, in-office, hourly position
- Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
- Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday
- We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! All communications from The Bonadio Group regarding recruitment and hiring will come from an
@bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) ###-#### or ...@bonadio.com.
EOE/AA Disability/Veteran