What are the responsibilities and job description for the Administrative Assistant position at Mercadien Consulting LLC?
Description
Mercadien, a regional public accounting firm, is seeking an Administrative Assistant to join our tax team! The Administrative Assistant will support our group of seasoned accounting professionals and partners. Primary responsibilities will include, but are not limited to:
Responsibilities
- Client Experience: Provide a white glove experience for clients, ensuring their needs are met with the highest level of service
- Scanning: Responsible for scanning and organizing client documents
- Partner Calendar Management: Manage partner calendars, confirm appointments with clients, link relevant information, and research prospects
- Partner Support: Assist partners with various administrative tasks
- Client Engagement: Track engagement letter signings and handle client correspondence/POAs
- Client Portal Training & Assistance: Provide training and assistance for client portals such as TaxCaddy, Box, and SSR
- Form Follow-ups: Follow up on 8879 forms to ensure timely completion
- Return Delivery: Ensure timely and accurate delivery of client returns
- Client Billing & Collections: Manage client billing and collections processes
- Client Gifts: Prepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriages
- Meeting Coordination: Order lunches for client meetings and manage food setup/breakdown for tax client meetings or internal tax team meetings
- Team Support: Maintain the Tax Team closet, support other Admin Team members as requested, and provide backup support for team overflow
- Reception Coverage: Provide regular reception coverage as necessary
- Additional Responsibilities: Assist with other Platinum Team responsibilities as needed
Requirements
- At least one year of general administrative experience
- Must be available to work a minimum of 40 hours per work, between the professional hours of 9am and 5pm
- Must possess superior computer skills, knowledge of Microsoft Office programs (Word, Excel and PowerPoint) and must have adequate typing abilities
- Excellent communication skills
- Proofreading experience or certification preferred
HOW TO APPLY
If you are seeking professional growth and fulfillment with a firm who values and invests in its associates submit your resume and cover letter to careers@mercadien.com.
THE MERCADIEN GROUP
Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We’re entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!
Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We’re collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless.
Benefits
- Work where you work best hybrid policy
- Flexible scheduling and work location
- Highly competitive salaries and bonus programs
- Medical, dental, life, and long-term disability insurance
- Competitive 401K match
- Paid holidays, vacation and sick time
- Casual dress code: dress for your day
- Mentorship and training opportunities
- Internal committees and clubs
- Various social gatherings & events
- Strong focus on the Mercadien community
- Cutting edge technology
For more information, visit our website at www.mercadien.com
The Mercadien Group is an Equal Opportunity/Affirmative Action Employer.
To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien employees or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes.
