Administrative Assistant

JCCS; Helena (MT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) contributions

Health/Dental/Vision + HSA

Early Fridays off

PTO & paid holidays

CPA licensing support

Career growth opportunities

Team environment

Live and work in Montana

Job summary

JCCS Certified Public Accountants seeks an Administrative Assistant to join our team in Whitefish, MT. You will support client communications, manage files, assist with tax-related tasks and help maintain efficient office operations.

Ideal candidates have 1+ year of administrative experience in a mid-size office or accounting firm, strong MS Office and data-entry skills, and the ability to work as part of a collaborative team with occasional overtime.

Qualifications

• High school diploma; higher level education preferred, or equivalent clerical experience.
• 1+ year of administrative experience in a mid-size office, in an accounting firm or a similar work environment.
• Experience in accounting environments is a plus.

Responsibilities

• Greet clients and answer the multi-line phone system; arrange client appointments and calendar entries.
• Process mail, maintain petty cash and expense logs, assist with deposits and client returns.
• Set up new client files and maintain an efficient filing system.
• Prepare correspondence and assist with tax organizers, returns and reports.
• Maintain office equipment and supplies; manage time and billing tasks.
• Support timekeeping, invoicing and related reports; assist with other duties as assigned.

Skills

MS Office

Data entry

Time and billing

Telephone system

Organization

Customer service

Team player

Overtime flexibility

Education

High school diploma

Higher education preferred

Tools

Multi-line telephone

10-key calculator

Office automation systems

Job description

Build a career you're proud of—while living somewhere incredible.

Overview

JCCS Certified Public Accountants is seeking an Administrative Assistant to join our growing team in Whitefish, 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.

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 skillsrequired ofpersonnel as classified.

Candidate must successfully pass a background check.

A Day in the Life

We look for people who want to grow; who always ask, “What’s next?” Our values and business are rooted in always seeking ways to have greater impact – staying ahead of industry and regulatory trends; seeking new skills, credentials and certifications; and constantly improving how we collaborate, communicate and work together to achieve client, business, personal and professional goals.

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.

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.

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