Demo

Office Administrator

Hertz Herson CPA LLP
Avon, CT Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/7/2025

We are looking for a part-time Office Administrator to join our team to support our Connecticut office. If you are someone who enjoys a challenge, embraces technology and is looking for the opportunity to make a difference, we would love to hear from you.

As a member of the Administrative team your responsibilities include general administrative activities, including but not limited to :

  • Assembly of tax returns, while ensuring accuracy of client deliverables
  • Organize & scan client documents using office technology with absolute confidentiality
  • Log and maintain tax return status in our practice management software
  • Data entry and verification using internet-based software programs
  • Process engagement letters and other client related documents
  • Interact professionally with staff and clients while handling inquiries effectively and in an organized and courteous manner.
  • Answer, screen and transfer inbound phone calls
  • Receive and direct visitors and clients

Duties may also include :

  • Ensure the timely delivery of tax returns once completed, by mail or special delivery. Physical drop off at post office may be required
  • Set up and maintain client information in firm database
  • Process and distribute mail
  • Other duties as may be assigned by Partners, Professional Staff, and Office Manager
  • Position Requirements

    Minimum Years of Experience :  1-2 years administrative experience. Previous experience in a professional services / CPA firm a plus.

    Minimum Degree Required : College degree preferred but not required (equivalent experience considered)

    Skills Required :

  • Telephone etiquette and customer service skills
  • Basic computer skills and knowledge of Microsoft Office : Word and Excel (MS Teams a plus) with an ability to quickly learn office specific programs
  • Prioritize workflow and deadlines, while practicing good time and project management skills
  • Well-organized, flexible, eager to learn new technologies, and be able to work independently while managing multiple projects / tasks under a deadline
  • Office Hours :

  • Monday through Friday in the Avon office 8 : 30 AM to 5 : 00 PM
  • oExpected hours : 32 – 40 per week (4 / 5 days) between January 15 through April 15

    oFlexible with schedule / hours remaining time of the year, 24 hours (3 days) per week minimum, could remain full-time.

    Salary vs. hourly payment dependent on final schedule balance. Salary Range noted based on full time availability, will be prorated as schedule is finalized.

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