What are the responsibilities and job description for the Administrative Assistant position at SEK CPAs & Advisors?
Description
Job Responsibilities
- Maintain the firm's files - creating, filing, purging.
- Scanning tax documents to aid in the preparation of tax returns.
- Complete electronic tax filings and print weekly reports.
- Act as backup for Receptionist. Answer, screen and direct incoming calls. Handle issues appropriately and relay messages. Welcome all clients and visitors.
- Word processing assistance with financial statement preparation and various communications to clients.
- Processing financial statements for delivery to clients and other third parties.
- Print tax organizers, assemble, and prepare for mailing to clients as needed.
- Producing expense reports and collecting employee receipts.
- Collect documents from clients throughout the day. Take deposits to bank.
- Drop off/pick up mail and make client deliveries as needed.
- Purchase supplies for the break room.
- Maintain security by following procedures on confidential material.
- Perform other general clerical duties as needed.
SEK CPAs & Advisors Benefits & Perks:
- 3 weeks of PTO
- Flexible schedules (including half-day Fridays in the summer)
- Dress for your day policy (jeans included)
- Culture of growth and opportunity
- 401k profit sharing plan
- Individual Medical Insurance covered by SEK
About Us:
SEK is a well-established accounting and consulting firm that operates across several locations including Carlisle, Hanover, Chambersburg, York, and Camp Hill Pennsylvania, as well as Hagerstown Maryland. Founded in 1963, the firm has expanded over the years to become one of the leading CPA firms within the Quad-State Region. SEK is regarded for its comprehensive range of services and in-depth expertise.
With a rich history spanning several decades, SEK celebrates over 60 years’ cultivating a strong reputation for its proficiency in accounting, auditing, and tax-related functions. Additionally, SEK provides services in specialty areas such as business valuation, employee benefit planning and administration, estate planning and compliance, human resources and small business consulting.
The firm is proud to be built on a foundation of integrity, innovation, and close personal relationships. This expertise has not only contributed to the firm's growth but has allowed the firm to position itself as a trusted advisor to businesses and individuals seeking guidance they can count on.
Why should you join SEK?
Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer flexible schedules, study time, and reduced hours in the summer in order to support employee needs to balance their personal and work life. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.
SEK Mission, Vision, & Values
Mission Statement
To maintain the health and well-being of our team while ensuring the success of the clients we serve.
Vision Statement
To embrace business transformation, keeping pace with the changing landscape of the public accounting profession.
We believe industry-focused, high-performing teams are essential to delivering high-quality and innovative solutions to our clients. Therefore, continuous learning, leadership development, and integrating work-life flexibility are critical components of our strategic plan.
At SEK, successful client service experiences are achieved by providing multiple services, frequent and ongoing communication, and a forward-thinking approach, thereby becoming a trusted business advisor throughout the lifecycle of a business or organization.
Core Values
- Integrity – Upholding the highest ethical standards and delivering quality service.
- Responsiveness– Valuing our clients’ time by responding quickly and thoroughly.
- Empowerment – Supporting each team member's development and building a workplace where all voices are valued and respected, ensuring fair and equal opportunities for everyone.
- Quality of Life – Providing flexibility and support to help our team members thrive both professionally and personally.
- Community – Encouraging and supporting active involvement in the communities where we live and work.
Requirements
- 2 years administrative experience in a fast-paced professional office environment.
- Prior customer service experience over the phone and in-person.
- Prior experience working with Microsoft Excel
- Receptionist experience with multi-line phone system a plus.
- Ability to deal appropriately with confidential information and interact professionally with employees of all levels of the firm.
- Friendly and out-going demeanor with positive attitude.
- Must be able to work independently.
- Excellent telephone manner and communication skills.
- Detailed oriented with strong organizational skills.
- Proficient in Microsoft Word, Excel and Outlook.
EOE STATEMENT - We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.