Administrative Assistant

Platform Accounting Group; Greenwich (CT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Advancement opportunities

Training and development

Competitive compensation

401(k) and medical benefits

Job summary

Platform Accounting Group is seeking an Administrative Assistant to join our front office team in Greenwich, CT. This full-time, entry-level position supports accounting staff with clerical tasks and provides client service year-round, with extra bandwidth during Tax Season.

You will greet clients, file returns, handle phones, process payments, and assist with onboarding in UltraTax, E-file Cabinet, and Karbon.

Qualifications

• 1+ year of professional office experience is preferred.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication with clients and team.
• Ability to establish priorities and manage time effectively.
• Proficient in Microsoft Office; familiarity with Karbon and UltraTax is a plus.

Responsibilities

• Greet clients and maintain a professional front office environment.
• Assemble and file tax returns for individuals, partnerships, corporations, and fiduciaries.
• Answer phones and manage client payments and accounts.
• Onboard new clients in UltraTax, E-file Cabinet and Karbon.
• Support monthly billing and office supply orders.
• Assist with document processing and mail handling.
• Coordinate and assist with meetings and events.

Skills

Professional office experience

Excellent organizational skills

Strong communication skills

Time management

Teamwork

Tools

Microsoft Office Suite

Karbon

UltraTax

Job description

Description

Our Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. In this full-time entry-entry level position, you will provide a variety of clerical and administrative services to our firm. You will support the team with administrative tasks throughout the year, with extra bandwidth needed February - April during Tax Season. Your can-do attitude and organizational skills help you complete assigned tasks efficiently and with an attention to detail to ensure our work is of the highest quality.

Job Type

Full-time

Description

Our Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. In this full-time entry-entry level position, you will provide a variety of clerical and administrative services to our firm. You will support the team with administrative tasks throughout the year, with extra bandwidth needed February - April during Tax Season. Your can-do attitude and organizational skills help you complete assigned tasks efficiently and with an attention to detail to ensure our work is of the highest quality.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Greet clients and maintain a professional and welcoming front office environment
• Assemble and electronically file individual, partnership, corporation, and fiduciary tax returns
• Answer phones
• Receive client payments and update client accounts.
• Onboarding of new clients in UltraTax, E-file Cabinet and Karbon
• Finalize monthly billing for bill managers.
• Order office supplies and schedule building maintenance.
• Scan and file documents as requested.
• Assist with outgoing mail
• Compile client packets and meeting documents.
• Support Tax and Client Accounting department with document processing as requested.
• Coordinate and order lunch for business meetings.
• Assist with event coordination as needed.
• Electronically file returns
• Position requires attention to detail and analytical skills, flexible and positive attitude.

What we look for:

• Professional office experience 1 yr +
• Excellent organizational skills and flexibility.
• Strong communication and interpersonal skills.
• Ability to establish priorities and efficiently manage time.
• Friendly disposition.
• Comfortable working in a fast-paced environment when required.
• Desire to grow with the Firm / desire for upward mobility.
• Excellent written, verbal, and listening communication skills with clients and team members.
• Strong PC skills, including Microsoft Office Suite.
• Knowledge in Karbon and UltraTax plus

What we offer:

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits