Operations Assistant

RMW ACCOUNTING; Lock Haven (Clinton County); On-site; USD 35,000 - 52,000; Full time

Job summary

RMW Accounting in Lock Haven, PA is seeking an organized Administrative Assistant to support our tax and client service teams across multiple tasks and clients.

You will answer phones, schedule conferences, process payments, prepare memos and invoices, update client databases, and assemble tax documents, all while maintaining accuracy and deadlines. Proficiency with Microsoft Office and a team-first attitude are essential.

Qualifications

• Associate degree or equivalent combination of education and experience in business, or related fields.
• Experience in administrative support work, office practices and administrative procedures.
• Tech savvy with the ability and desire to embrace necessary software applications.
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor.
• Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office.

Responsibilities

• Answer phones and handle all basic inquiries (refunds, location/directions, updating clients’ contact info, documents still needed, etc)
• Set up conference calls and/or appointments for tax accountants.
• Provide clients with tax results (processed and rejections)
• Take and process all types of payments over the phone from clients.
• Transmit returns to IRS and pull E-File acceptances.
• Send vouchers to clients.
• Contact client for any missing information to complete tax returns
• Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed)
• Updating client database with incoming completed tax returns and notices
• Assemble completed tax documents for clients.
• Update and maintain Excel lists.
• Assist in outgoing mail- assemble, stamp etc.
• Prepare communications, such as memos, emails, invoices, reports and other correspondence.
• Create and maintain filing systems, both electronic and physical
• Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

Skills

Administrative support

Deadline-driven

Organizational skills

Verbal & written communication

Education

Associate degree

Tools

Microsoft Office

Job description

About RMW Accounting

RMW Accounting is a fast growing, private equity backed accounting firm with a presence spanning 16 offices across more than 10 states and plans to grow to 40+ offices in the next 5 years. In 2026 RMW was named to the Inc. 5000 list of America's fastest growing private companies, ranking No. 561. The firm combines national reach with a client centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan with confidence while preserving the strong relationships that define its culture.

We're a values driven company, and our values guide everything we do:

• Client Service Excellence: We are dedicated to delivering exceptional, personalized service built on a deep understanding of each client's unique goals. By focusing on long term relationships, proactive support, and attention to detail, we help clients succeed with confidence.
• Integrity: Integrity is the cornerstone of everything we do. We uphold the highest ethical standards in all our business practices, always acting with transparency, honesty, and a strong sense of responsibility to our clients, colleagues, and partners.
• Collaborative Culture: We believe in fostering a collaborative and inclusive work culture where every team member is valued and supported. Our success is driven by mutual respect, open communication, and a shared commitment to achieving our common goals, ensuring that everyone thrives together.
• Community Commitment: We take pride in being deeply connected to the communities we serve, understanding their unique needs, and providing valuable support. Our local offices engage with and contribute to their communities, strengthening relationships and making a positive impact wherever we operate.

If these resonate with you, you'll feel at home at RMW.

Essential Duties And Responsibilities

• Answer phones and handle all basic inquiries (refunds, location/directions, updating clients’ contact info, documents still needed, etc)
• Set up conference calls and/or appointments for tax accountants.
• Provide clients with tax results (processed and rejections)
• Take and process all types of payments over the phone from clients.
• Transmit returns to IRS and pull E-File acceptances.
• Send vouchers to clients.
• Contact client for any missing information to complete tax returns
• Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed)
• Updating client database with incoming completed tax returns and notices
• Assemble completed tax documents for clients.
• Update and maintain Excel lists.
• Assist in outgoing mail- assemble, stamp etc.
• Prepare communications, such as memos, emails, invoices, reports and other correspondence.
• Create and maintain filing systems, both electronic and physical
• Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

Qualifications/Skills

• Associate degree or equivalent combination of education and experience in business, or related fields
• Experience in administrative support work, office practices and administrative procedures
• Tech savvy with the ability and desire to embrace necessary software applications.
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor.
• Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines.
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office.