Administrative Executive Assistant

TAX & ACCOUNTING; Georgia; On-site; USD 52,000 - 68,000; Full time

Job summary

TAX Accounting, a full-service CPA firm located in Atlanta, GA, seeks an Administrative Executive Assistant to provide high-level administrative support to an Executive. You will manage calendars, coordinate travel, handle client correspondence, and prepare financial reports and tax documents for CPA clients.

Ideal candidates have 3–5 years of administrative experience in accounting or law firms, strong organizational and communication skills, and the ability to multi-task in a fast-paced

Qualifications

• Three to five years of experience in administrative support within accounting or law firms.
• Detail oriented with excellent analytic and problem solving skills.
• Ability to prioritize and multitask.
• Strong organizational skills.
• Excellent written and oral communication skills.

Responsibilities

• Provide high-level administrative support for an Executive.
• Coordinate calendar management including travel arrangements and client meetings for CPA.
• Track mileage to client sites for CPA.
• Handle client correspondence and inquiries.
• Prepare and assemble monthly financial reports and tax documents for delivery to clients.
• Maintain and organize office supplies and filing systems.
• Assist with data entry in QuickBooks for accounting clients.

Skills

Executive support

Attention to detail

Multitasking

Professional communication

Education

Associate or Bachelor’s in Business Administration

Tools

QuickBooks

Office software

Job description

Job Description

We are seeking an Administrative Executive Assistantto join our team!You will provide high-level administrative support for an Executive at our company.

Responsibilities

• Handle administrativeneeds of Executive
• Arrangeconference calls and meetings
• Plan work-related travel details
• Receive visitors
• Train and supervise lower-level clerical staff
• Maintain and order supplies
• Proactive calendar management including travel arrangements and scheduling client meetings for CPA
• Track mileage to client site for CPA
• Direct calls and respond to client correspondence and inquiries
• Check voicemail and print call log daily
• Develop and maintain workflow database using computer software systems and manual filing systems to help ensure timely completion of client requests
• Coordinate receipt of monthly accounting information from accounting clients to ensure timely completion of financial statements
• Data entry into QuickBooks for accounting clients
• Complete individual income tax returns
• Perform general administrative duties including but not limited to the following:
  • photocopy, fax, scan, mail and filing client documents
  • complete and update client engagement letters
  • prepare print, assemble and package financial reports and tax returns for delivery to client
  • Organize and maintain cleanliness of common work areas and break room
• Order and maintain adequate office supply levels
• Process and log payments for all client services including following up on accounts receivable

Qualifications

• Associate’s or Bachelor’s degree Business Administration plus
• Previous experience as an executive secretary, administrative assistant, or in other related fields
• Three to five years of experience in administrative support with an accounting or law firm
• Detail oriented with excellent analytic and problem solving skills
• Ability to prioritize and multitask
• Strong attention to detail
• Excellent organizational skills
• Dependable and punctual
• Must possess excellent written and oral communication skills
• Ability to establish and build rapport with clients
• Self- motivated, has the ability to multi-task and ability to work in a dynamic fast paced environment
• Strong computer skills spreadsheet and word processing, PDF Files
• Ability to work under pressure and meet critical deadlines
• Willingness to work flexible schedule during “tax “season

Company Description

Full Service CPA Firm located in Atlanta GA