Client Services Admin – Growth in Accounting

Yeo & Yeo; Troy (MI); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive salaries

401(k) plan

Health, dental, and vision plan

Job summary

Yeo & Yeo, a Michigan-based accounting and advisory firm, is seeking an Administrative Assistant to provide high-level client service and organizational support. Responsibilities include managing calendars, coordinating meetings, processing client engagements and maintaining confidential records.

The role requires strong software skills, experience in a professional services environment, and a proactive approach to handling multiple tasks in a fast-paced office.

Qualifications

• 2+ years’ experience in public accounting or other professional services office setting.
• Notary Public preferred.
• Proficient in MS Office; including Excel, Word, Outlook, and PowerPoint; Adobe.
• Ability to operate in a paperless environment, scanning and routing required.

Responsibilities

• Coordinate administrative and operational functions for the team including managing calendars, taking phone calls, scheduling appointments and processing mail.
• Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval.
• Manage projects including planning and coordinating presentations, disseminating information and organizing company events.
• Maintain client records including edits, updates and new client set up.
• Provide quality control and tracking for client facing documents and ensure client confidentiality.
• Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning.
• Provide support for CPA’s including processing of client tax returns and financial statements.
• Scan and assemble W-2s, 1099, 1095’s, tax returns, 8879’s, notices, statements and additional documents.
• Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return.
• Assist the team with monthly billing procedures, reporting, accounts receivable and collections.
• Maintain supplies including monitoring inventory and re-ordering.
• Maintain the office environment.
• Provide administrative support as well as back up functions for administrative colleagues throughout the firm as needed including phone coverage as well as sorting and process mail.
• Understand and stay current on new technology
• Incorporate new techniques and ensure minimal disruptions to productivity
• Must have smart phone that can be used to dual authenticate login credentials at work

Skills

Attention to detail

Organizational skills

Customer service

Excellent communication

Education

Notary Public

Tools

MS Office

Excel

Word

Outlook

PowerPoint

Adobe

Job description

Yeo & Yeo, a Michigan-based accounting and advisory firm, is seeking an Administrative Assistant to provide high-level client service and organizational support. Responsibilities include managing calendars, coordinating meetings, processing client engagements and maintaining confidential records.

The role requires strong software skills, experience in a professional services environment, and a proactive approach to handling multiple tasks in a fast-paced office.