Job Description

Job Description

Job Description

Siepert & Co., LLP is currently looking for an experienced Administrative Assistant to join our team. This is a part time position with an option to increase hours during peak tax season. 

• Provide outstanding customer service in person and on the phone.
• Type and proofread correspondence, reports, financial statements, and spreadsheets in an accurate and timely manner using a variety of software programs and Microsoft Excel and Word. 
• Complete monthly client invoicing.
• Process and assemble individual and business tax returns.
• Scan, copy, fax, and email documents and correspondence.
• Provide support for maintaining client database including new client set-up and changes.
• Preparation and mailing of client information and organizers, particularly prior to tax season.
• Receive and process client payments.
• Schedule appointments for staff as needed.
• Open and close office.
• Maintain office supplies including inventory tracking and ordering.
• Open and distribute mail.

The ideal candidate must possess:

• Associate Degree preferred or High School Diploma.
• At least three years of customer service experience, preferably in professional service industry.
• Must be able to work under pressure and deadlines.
• Manage multiple projects simultaneously.
• Incredible attention to detail and desire to produce accurate results.
• Ability to compose professional correspondence.
• Demonstrated analytical and interpersonal skills.
• The ability to flex up hours during busy times (tax season will require overtime, including Saturdays).
• Highly developed Microsoft Office (Word, Excel, Outlook) skills.

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