Administrative Staff

Reilly Penner & Benton LLP; Milwaukee (WI); In loco; USD 32.000 - 45.000; Tempo pieno

Descrizione del lavoro

Reilly Penner & Benton LLP, Milwaukee, WI, is seeking an Administrative Staff member to support tax preparation, client documentation, and office operations. The role involves assisting with billing, filing, and coordination between Milwaukee and Hartland offices.

The position requires organizational skills, attention to detail, and proficiency with Microsoft Office. Experience in a CPA or tax office is a plus, with room for growth in a flexible, collaborative firm environment.

Competenze

• Associate’s degree in Accounting or related field preferred.
• 2+ years of experience in office administration.
• Experience in a CPA firm or tax office is a plus.
• Proficiency with Microsoft Outlook, Word and Excel.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Ability to handle confidential information.
• Dependable, proactive and willing to take initiative.

Mansioni

• Support tax preparation by organizing and scanning client documents and assembling tax returns.
• Assist with tracking tax return extensions, estimated tax payments and filing deadlines.
• Review IRS notices received by clients and communicate necessary actions or next steps, in coordination with the tax department.
• Maintain accurate electronic and paper filing systems for client records, tax files and firm documents.
• Assist the tax department with client billing.
• Serve as the primary backup for reception duties at both the Milwaukee and Hartland offices, including answering incoming calls, greeting visitors, and providing general administrative support as needed.
• Manage the firm's social media accounts, including creating and publishing posts.
• Maintain and update the employee section of the RPB website, ensuring information is accurate and current.
• Other duties as assigned.

Conoscenze

Organizational skills

Attention to detail

Written communication

Verbal communication

Multitasking

Discretion with confidential info

Initiative

Formazione

Associate’s degree in Accounting or related field

Strumenti

Microsoft Office

Outlook

Word

Excel

Descrizione del lavoro

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Administrative Staff

Milwaukee Clerical Full Time MILWAUKEE, WI, US

At RPB CPAs, Wisconsin’s oldest registered CPA firm, we’re proud of our legacy, but even prouder of the people who carry it forward. For over a century, we’ve built our reputation on trust, expertise, and genuine relationships. Today, that same foundation supports a modern, flexible workplace where collaboration, balance, and personal growth come first.

Join a team that values who you are, celebrates what you bring, and gives you the flexibility to thrive, in your career and your life.

This position will work from both the Hartland (142 E. Capitol Drive, Hartland, WI) and Milwaukee offices. From January 1 through April 15, the primary work location will be the Hartland office. For the remainder of the year, the primary work location will be the Milwaukee office.

Responsibilities:

• Support tax preparation by organizing and scanning client documents and assembling tax returns
• Assist with tracking tax return extensions, estimated tax payments and filing deadlines
• Review IRS notices received by clients and communicate necessary actions or next steps, in coordination with the tax department.
• Maintain accurate electronic and paper filing systems for client records, tax files and firm documents
• Assist the tax department with client billing
• Serve as the primary backup for reception duties at both the Milwaukee and Hartland offices, including answering incoming calls, greeting visitors, and providing general administrative support as needed.
• Manage the firm's social media accounts (Facebook, Instagram, LinkedIn, Handshake, etc.), including creating and publishing approximately two posts per week
• Maintain and update the employee section of the RPB website, ensuring information is accurate and current
• Other duties as assigned

Qualifications:

• Associate’s degree in Accounting or related field preferred
• 2+ years of experience in office administration
• Experience in a CPA firm, tax office or other professional services environment is a plus
• Proficiency with Microsoft products such as Outlook, Word and Excel
• Comfortable learning new technology and software
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple tasks and meet deadlines
• Ability to handle confidential information
• Dependable, proactive and willing to take initiative

Reilly, Penner & Benton is an equal employment opportunity employer