Partner Support & Administrative Specialist

Heard, McElroy & Vestal, LLC CPA; Shreveport (LA); On-site; USD 32,000 - 45,000; Full time

Job summary

Heard, McElroy & Vestal, LLC CPA in Shreveport, LA seeks an experienced Administrative Assistant to support assigned Partner(s) and department with calendars, calls, drafting correspondence, and filing. This role emphasizes confidentiality and outstanding service to internal and external stakeholders.

Responsibilities include coordinating meetings, preparing materials, entering client data into AR software, processing deposits and invoices, and assisting with tax extensions and reports.

Qualifications

• High school diploma or GED required.
• 1–3 years of administrative/accounting duties experience preferred; college degree preferred.
• Must know Microsoft Outlook, Word and Excel; Internet research proficiency.

Responsibilities

• Provide administrative support to assigned Partner(s) and Department(s).
• Schedule meetings, maintain Partner calendars, manage calls, draft correspondence, and file documents.
• Process client information in accounts receivable software and post daily deposits.
• Prepare expenses, reports, and e-filings for client tax extensions and other projects.
• Screen calls and emails with confidentiality and professionalism.

Skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Typing 40 wpm

Strong communication

Discretion/confidentiality

Organizational skills

Education

High school diploma or GED

College degree preferred

Job description

Heard, McElroy & Vestal, LLC CPA in Shreveport, LA seeks an experienced Administrative Assistant to support assigned Partner(s) and department with calendars, calls, drafting correspondence, and filing. This role emphasizes confidentiality and outstanding service to internal and external stakeholders.

Responsibilities include coordinating meetings, preparing materials, entering client data into AR software, processing deposits and invoices, and assisting with tax extensions and reports.