Accounting Administrative Assistant

Accounting Administrative Assistant

Baratz & Associates, P.A. a mid-size, multi-location CPA firm, is currently seeking an Administrative Assistant to join their administrative department in Fort Washington, PA. Individual will work with various partners and members of the administrative, audit and tax teams. We are looking for someone with excellent communication and organizational skills who exhibits a high level of accuracy and detail.

Responsibilities include but are not limited to:

• Document management: scan and maintain client databases in a paperless environment.

• Collation and binding of client materials specifically tax return preparation and dissemination.

• Compile and monitor correspondence, forms and prioritize critical information.

• Answer telephones, respond to routine client requests and direct calls appropriately.

• Serve as the primary contact in Ft.Washington office for accounts receivable/billing support, i.e. collection calls and documentation of calls.

• Assist Office Supervisor as needed with greeting clients, maintaining office supplies, scanning, overnight mail packages, incoming/outgoing mail, filing and copying.

• Contribute to daily operational needs reporting to Director of Firm Administration as well as providing direct partner support as needed.

• Take initiative to improve team, office, and firm processes.

Requirements:

• Minimum 2+ years of administrative experience in an office environment.

• Experience working in CPA or professional services firm is preferred.

• Ability to work additional overtime hours during busy season (January through April including Saturdays depending on workflow).

• Strong attention to detail, with proficient skills in proofreading, and problem-solving.

• Ability to prioritize multiple assignments, manage interruptions and shift priorities with ease.

• Ability to maintain a professional demeanor in a fast-paced, deadline oriented environment.

• Proficient in the use of Microsoft Word, Excel, Outlook, and Adobe. Accounting tax software is a plus.

Company culture described as:

• Outcome Oriented -- results-focused with strong performance culture

• People Oriented -- supportive and fairness-focused

• Detail Oriented -- quality and precision-focused

• Team Oriented -- cooperative and collaborative

Baratz & Associates is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.