What are the responsibilities and job description for the Administrative Assistant position at Brixey & Meyer?
Join a team that’s redefining what it means to love where you work! At Brixey & Meyer, we’ve been recognized as a Best Place to Work 10 times, and we’re more than just accountants—we’re problem solvers, innovators, and committed to having a positive impact on the employees of our firm and for the clients we serve. If you're looking for a dynamic, people-first culture where your skills make a real impact, we’d love to meet you!
POSITION SUMMARY:
The Administrative Assistant is responsible for supporting the tax department across the firm with tax preparation and filings. The Administrative Assistant also plays a vital role in the AR and collections process for the firm and general administrative support for the team.
ESSENTIAL JOB FUNCTIONS:
Tax Support:
- Assists in tax processing, including information gathering, scanning, organization, and project management for the Dayton and Columbus offices.
- Processes and remits tax returns and extensions via e-filing or paper filing for the Dayton and Columbus offices.
- Creates and ensures accurate processing of mailings and other shipped items for the tax department.
- Assists with preparation of engagement letters and tax busy season planning such as tax organizers. Includes management of Excel spreadsheets and client fees.
AR/Billing:
- Processes firm-wide daily bank deposits.
- Oversee firm-wide AR reporting, and collections report.
- Assists with firm-wide monthly billing process as needed.
Firm Wide:
- Serve as the first point of contact by managing the front desk in the Dayton office, greeting clients, and ensuring a professional and welcoming environment.
- Assists with answering and directing all incoming telephone calls to appropriate parties in a professional and courteous manner, using a multi-line phone system.
- Assists with keeping fax folders up to date.
- Provide general administrative support to all departments of the firm. Including, but not limited to, scanning/faxing, file maintenance, mail support, client meetings, tech support, and anticipating needs of team-members.
- Participates in Firm committees and activities.
- Promotes the Firm positively in the community and through professional organizations involvement.
- Performs other duties as assigned.
QUALIFICATIONS:
- High school diploma or equivalent
- 2 years of administrative assistant or equivalent related experience
- Advanced computer literacy, including proficient use of all Microsoft Office products
- Valid driver’s license and safe driving record
- Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
- Strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
- Open to constant learning and training from other team members due to the ongoing diversity of client engagements
- Excellent interpersonal, oral, and written communication skills
- Ability to organize and plan workflows with minimal supervision
- The desire to have fun with our work and to contribute to our unique company culture
Awesome Perks for Our Team: At Brixey & Meyer, we know that happy, healthy employees make the best teammates. That’s why we go beyond the basics to offer top-tier benefits, work-life balance, and a culture that has earned us Best Places to Work Recognition 10 times!
- Day-One Medical, Dental, and Vision Insurance: Your health matters, and we make sure you’re covered from the start.
- Lifestyle Spending Account: Use this flexible benefit for wellness, fitness, or other personal expenses, enhancing your overall well-being.
- Pet Insurance: Because we know your furry friends are family, too!
- 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
- Holiday Pay & Flexible Time Off: Take the time you need to relax, recharge, and enjoy life.
- Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
- Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
- Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
Why Join Brixey & Meyer? Be part of a dynamic team that values your expertise, fosters growth, and encourages innovation. You’ll work with diverse clients, tackle exciting challenges, and make a real impact while enjoying a fun, supportive environment where your contributions are celebrated.
Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer.
Brixey & Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.
