Accounting Office Administrator

Position Summary:

The Accounting has excellent organization and client communication skills and a real drive for serving clients. Our ideal candidate will have a fun-loving personality and will mesh with our team in both an independent and collaborative capacity.

Essential Duties and Responsibilities:

• Tracking projects on accountants’ desks to ensure deadlines are kept
• Be the point of contact for clients to ensure they get the information needed and minimize interruption of accountants work by avoiding them having to handle client communication.
• Providing our clients with excellent service by answering email and phone queries in a timely, courteous and professional manner
• Process outgoing mail and tax returns to ensure they are invoiced appropriately
• Generate contracts for our bookkeeping clients, prepare engagement letters for new clients, and prepare organizers for tax season
• Onboarding new clients. Getting them setup in our systems for an accountant to data enter their past returns
• Assist with client meetings by getting the preliminary information necessary for the accountant to efficiently proceed with any meeting

Minimum Requirements:

• Looking for someone not afraid of overtime because you'll be supporting a tax firm
• Comfortable handling clients
• Ethical
• Can turn chaos into order
• Clear and effective communicator
• Professional willing to be held to clear standards
• Deescalating situations with stressed out clients
• Manage utilization rates, billings, and field basic questions about the business
• Perform other administrative functions as needed
• You should be a self-starter with a keen attention to detail and a commitment to providing high-quality work
• Excellent organizational and follow-through skills, with the ability to multitask and work under tight deadlines
• Strong research skills and written & verbal communication skills, and a dedication to producing accurate, timely and complete work
• Ability to manage projects effectively and efficiently from start to finish
• Ability to maintain strict confidentiality regarding clients’ sensitive financial and personal information
• Ability to effectively interact with people with a diverse range of personalities, ages, and backgrounds
• Must be able to work both independently and as part of a team

Software Proficiency Requirements:

• Microsoft Office Suite (Word, Excel, Outlook) & G Suite
• Experience with UltraTax CS, Practice CS, Accounting CS and Onvio is highly desirable

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Commuter assistance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 10 hour shift
• 8 hour shift
• Day shift
• Monday to Friday
• Overtime
• Weekends as needed

Ability to Commute:

• Seattle, WA 98105 (Preferred)

Work Location: In person

Salary : $60,000 - $80,000