Administrative Assistant

JCCS PC; Great Falls (MT); On-site; USD 38,000 - 52,000; Part time

Benefits offered by this job

401(k) safe harbor

Health, dental, vision + HSA

Early Friday afternoons off

PTO and holidays

CPA licensing & continued education

Job summary

JCCS PC is seeking an Administrative Assistant in Bozeman, Montana to support the accounting team and clients. The role emphasizes proactive communication, filing, calendar management, and basic bookkeeping tasks within a growing CPA firm.

The position is part-time with tax-season increases in hours, offering opportunities for professional development, and a collaborative team environment in beautiful Montana.

Qualifications

• 1+ year of administrative experience in a mid-size office
• Experience in an accounting firm or similar environment

Responsibilities

• Greet clients and answer calls; manage calendar and messages
• Handle mail, petty cash, and deposits; assist clients with returns
• Set up new client files and maintain efficient filing
• Prepare correspondence and assist with tax organizers and reports
• Assist with timekeeping, invoicing, and reports as needed
• Maintain office supplies and equipment; keep front office and kitchen tidy

Skills

Microsoft Office

Data entry

Time & billing software

Multi-line telephone

Organization

Communication

Customer service

Education

High school diploma

Higher education preferred

Tools

Time & Billing Software

Accounting software

Job description

Administrative Assistant

JCCS, P.C.

Overview

JCCS Certified Public Accountants is seeking an Administrative Assistant to join our growing team in Bozeman, Montana. This role is ideal for an experienced accounting professional who enjoys working directly with business clients, improving accounting processes, and helping companies make smarter financial decisions.

Why Work at JCCS

• 401(k) with safe-harbor and profit-sharing employer contributions
• Health, dental, vision and HSA contributions
• Early Friday afternoons off (May - December)
• PTO and paid holidays
• Paid CPA licensing and continuing education
• Career growth and advancement opportunities
• Supportive and collaborative team environment
• Opportunity to live and work in beautiful Montana

About JCCS

JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 80 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed.

Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.

A Day in the Life

In this role, you’ll work closely with a variety of business clients while also supporting the internal accounting team. This is a part-time position, working an average of 20 hours per week, with an increased schedule of 30-40 hours per week during tax season (Feb 1 - Apr 15), and additional hours as needed to provide full-day coverage when the full-time administrative assistant is out of the office.

Responsibilities

• Greet clients and others in a friendly, professional manner and answer the multi-line telephone system efficiently and direct calls appropriately. Retrieve messages from the office voice mail. Arrange for client appointments and records in automated calendar system.
• Performs all mail duties for incoming and outgoing mail. Maintains petty cash and expense logs, handles faxing, scanning & assistance to clients when picking up their returns. Assists or prepares the daily bank deposits.
• Sets up new client files and maintains an efficient filing system.
• Prepares requested correspondence and assists with special project assignments including client tax organizers, tax return and financial statement assembly and other reports.
• Troubleshoots and arranges for office equipment maintenance. Maintains adequate supplies of internal forms and other miscellaneous supplies.
• Assists with or has full Time & Billing responsibilities that may include reconciliation of time, overtime calculation, expense coding & entering, invoicing, statements, payment processing, and all reports.
• Run errands and handle certain housekeeping duties that include keeping the front office and employee kitchen area clean and professional in appearance.
• Performs other duties, responsibilities and activities as assigned.

Qualifications

• High school diploma; higher level education, preferred, or a combination of qualifications and equivalent clerical or office experience.
• 1+ year of administrative experience in a mid-size office, in an accounting Firm or a similar work environment.

Skills For Success

• Proficient in Microsoft Office, data entry, and time and billing software.
• Competent in the use of multi-line telephone, office automated systems and a 10-key calculator.
• Excellent planning, decision-making and organization skills, and ability to handle multiple tasks simultaneously.
• Excellent verbal, written communication and customer service skills.
• The ability to be self-directed and be a team member.
• Comply with established work hours and able to work overtime when dictated by client and business needs.

Candidate must successfully pass a background check.

JCCS employees are expected to maintain a positive work atmosphere through communication and behaving in a manner that is courteous and respectful of clients, co-workers, supervisors and management. One of our primary responsibilities is to maintain confidentiality. Any information relating to clients, the Firm's internal operations and staff is not to be disclosed during or after employment with JCCS.

This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.