- Greets clients in an efficient, friendly, and professional manner
- Schedules appointments and coordinates the conference rooms for meetings
- Answers incoming calls, calling clients to expedite work, calling clients to pick up returns and collecting fees
- Receives and distributes incoming mail and faxes
- Processes all outgoing mail
- Assists shareholders as requested
- Maintains office machine maintenance and facility maintenance including kitchen clean up
- Responds to various inquiries, both internal and external, and manages communications via e-mail, phone calls, etc.
- Orders all office supplies for the firm and maintains common areas including the kitchen and conference rooms
- Assembles tax returns that need to be either mailed to clients or governmental agencies
- Distributes returns to clients through email or through portal
- Runs various reports during tax season and analyzes those reports to ensure all data is accurate and up to date
- Composes correspondence or other writing duties as requested
- Other duties may be assigned as necessary
- 2+ years of administrative experience
- Strong customer service skills
- Excellent verbal and written communication skills
- Strong attention to detail, and a commitment to quality
- Proven ability to take initiative and responsibility for completing work within a team environment
- Ability to juggle many projects simultaneously
- Intermediate knowledge of the Microsoft Office Suite
- Prior CPA firm experience is a plus
- A better work-life balance for our professionals
- Our entrepreneurial culture allows us to be creative in tailoring career opportunities and compensation to individual needs
- Our professionals are empowered through our distributed decision-making process
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Administrative Support Specialist - Oldsmar, United States - PDR CPAs and Advisors
1 month ago
Description
Job Description
Job DescriptionSalary:Acting as an ambassador of our firm, you will often be our clients' first point of contact. Your positive and professional demeanor will help us deliver exceptional client service. Your diverse administrative skills will help keep the office operations running smoothly Embrace a wide range of duties as you assist the professionals in the firm while coordinating the front office activities of a highly successful operation.
Primary Responsibilities:
Hiring Profile:
About PDR CPAs + Advisors
We are local Tampa Bay firm which prides itself on our 40+ years of local service. Our emphasis is on the continued growth of our regional, national and international CPA firm service offerings. Our BDO Alliance membership provides us with the resources of a worldwide leader in Assurance, Tax & Consulting services.
Being a local firm gives us the advantage of flexibility which allows us to be proactive in assisting our employees with their professional growth. We offer a culture that allows for self-starters to develop a career path that is dynamic and individualized. We seek continuous employee input to further improve our culture and make PDR CPAs an excellent company to work and grow in.
We are proud to be named a Best Company to Work for in Florida by Florida Trend Magazine and a Best Place to Work for, by The Tampa Bay Business Journal. We place great importance on providing an office environment that meets the needs of our employees and a work schedule that provides them the quality of life they deserve.
Benefits include:
Minimum of 16 Days PTO 9 Paid Holidays
Group Healthcare Dental/Vision Insurance Options
Employer Paid Life Insurance Long & Short Term Disability Insurance
Flexible Spending Account (FSA) 401(k) Retirement Plan w/ Employer Match
Tension Tamers Program Fitness Reimbursement
Wellness Program Firm Paid CPE/Dues/Licenses
Marketing Referral Bonus Flex Time
