Firm Administrator

FIRM ADMINISTRATOR
 
The Firm Administrator is part of the administrative team, responsible for the execution and coordination of many of the Firm’s operational and human resource functions.  The Firm Administrator works closely with the Managing Partner, Personnel Partner, and Operations Manager to support the Firm’s delivery of effective, efficient and confidential service to its clients.
Key Responsibilities:

  • Execute the tax information intake and scanning process for tax returns.
  • Assist in fulfilling requests for tax returns, extensions, payments vouchers, etc.
  • Prepare and make bank deposits.
  • Track and order office supplies and break room supplies.
  • Schedule meetings and coordinate use of Firm conference rooms.
  • Maintain, track and reconcile Firm credit card and charge accounts.
  • Schedule use of and maintenance of the Firm vehicle.
  • Assist with payroll processing.
  • Assist with new employee paperwork and basic training/onboarding.
  • Assist with employee offer letters and termination paperwork.
  • Assist CPAs with annual Continuing Professional Education (CLE) compliance; professional licensing compliance, and professional membership renewals.
  • Manage office vendors and vendor relationships.
  • Assist with annual health, life, disability, general and professional liability insurance renewals.
  • Maintain QuickBooks accounting records as assigned.
  • Execute effective billing, accounts receivable/collections, and accounts payable processes.  Handle billing and collections questions, complaints, and communications.
  • Assist with filing of tax extensions and copy and assembly of tax returns.
  • Provide assistance and/or coverage for other administrative positions.
Key Attributes and Skills:
  • Experience as an Office Manager, Executive Assistant or relevant role in a CPA Firm or other professional practice.
  • Professional and effective oral and written communication skills and interpersonal abilities.
  • Human Resources administration experience.
  • Excellent organizational skills and attention to detail.
  • Positive attitude and collaborative spirit.
  • Familiarity with office procedures and basic accounting skills.
  • Knowledge of standard office or practice management software including Microsoft Office (Word, Excel, PowerPoint, Outlook) and QuickBooks.
  • Ability to prioritize and multi-task in a fast-paced environment.
  • Willingness to cross-train with other administrative staff and assist where needed.
  • Integrity, accountability and confidentiality. 
Education & Experience Requirements:
  • Bachelor’s degree preferred, or equivalent combination of education, training, and experience.
  • Minimum of 3 years recent experience in an office setting.
Compensation:
Competitive compensation and benefits.  This is a part-time, hourly position.
To apply please send a cover letter and resume to sarah.sweeney@307cpas.com