Administrative Assistant

Shultz Huber & Associates, Inc.; Van Wert (OH); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Generous PTO

Paid Holidays

Bonuses

401K with Company Match

Competitive Benefits Package

Work-Life Balance

Job summary

Shultz Huber & Associates, Inc. is seeking a full-time Administrative Assistant to join our growing CPA firm in Ohio.

The role focuses on supporting accounting operations, client management, and general office duties, including payroll and tax return processing during tax time. The position involves handling a high volume of calls and emails, calendar management, document preparation, and ensuring timely workflow across departments.

Qualifications

• 2+ years of experience as Administrative Assistant
• Strong communication and organizational abilities

Responsibilities

• General Office Operations: client relationship management, answer calls and emails, schedule appointments, maintain filing systems, handle mail, manage conference rooms, prepare payroll documents, update client databases, support other services.
• Administrative Support for Accountants: manage calendars, prepare e-signature packets, gather signatures, track deadlines, ensure timely document flow.
• Tax Return Assistance and Processing: organize tax documents, assemble returns, send returns to clients electronically or by mail, answer basic tax questions, route returns through workflow, monitor status.

Job description

Our Firm is growing!

Shultz Huber & Associates, Certified Public Accountants, is seeking a full time Administrative Assistant to become a vital member of our team.

If you are an Administrative Assistant with 2+ years of experience, then please read on….

Our Administrative Assistant is primarily responsible for supporting accounting operations through client management and client service, administrative support for our Accountants, general office operations, assisting with payroll tasks, and assisting with tax return processing during tax time. This role will be responsible for the following activities, including but not limited to:

General Office Operations

• Client relationship management
• Answer a high volume of phone calls and emails
• Schedule appointments
• Order office supplies
• Maintain filing systems
• Process mail and correspondence
• Manage conference rooms and meetings
• Prepare payroll documents
• Process client paperwork
• Assist with quarterly payroll tax filings
• Manage bookkeeping records
• Update client information
• Maintain client databases
• Support for other services
• Help plan Firm activities

Administrative Support for Accountants

• Manage calendars and appointments
• Prepare e-signature packets
• Gather signatures and authorization forms
• Track deadlines
• Make sure documents move through the Firm on time

Tax Return Assistance and Processing

• Receive and organize tax documents (W-2s, 1099s, K-1s, brokerage statements, etc.)
• Send tax organizers and engagement letters
• Assemble completed tax returns
• Send returns to clients electronically or by mail
• Answer basic tax-process questions
• Route tax returns through the firm's workflow system
• Monitor return status from preparation to review to completion

WHY JOIN US?!

• We're an award-winning firm!
  
• Competitive Benefits Package!
• Work-Life Balance
• Strong company culture with a big local presence
  
• Generous PTO and Paid Holidays
• Bonuses!
  
• Fun company activities
• 401K with Company Match

We offer a complete benefits package and salary will be commensurate with experience. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We are a full service accounting, tax and business consulting CPA firm providing trusted business advice to guide our clients to solutions and success beyond their expectations through personalized service and advice. Our firm was founded in 1969 and has grown to nearly 100 employees with offices located in Archbold, Bryan, Defiance, Lima, Minster, St. Marys, Van Wert, and Wapakoneta Ohio.