Firm Administrative Supervisor

MUST HAVE WORKED AT A PUBLIC ACCOUNTING FIRM IN THE PAST!

Thaney & Associates CPAs, is a firm that has been in existence for 50 years, with offices in New York and Florida. We work with both individuals and corporations. Beyond tax, we offer a wide variety of services such as business solutions and personal services. Our mission is to provide innovative, professional and quality tax, financial and advisory services to each of our client’s diverse needs. If you want to work closely with an energetic caring team that will expand your talents, you should consider what Thaney & Associates can offer you.

Duties/Responsibilities:

• oversee and Provide general administrative and clerical support including mailing, scanning, and copying to management
• Process Tax Returns utilizing our tax software and safesend
• logging in and tracking various projects
• workpaper management
• e-file tax returns
• Assist in all aspects of client service such as answering client inquiries, setting up meetings, and contacting clients
• Have the ability to work in a paperless, electronic environment in an organized manner
• Scan corporate files in preparation for tax returns, save and file appropriately
• Assist in resolving any administrative problems and adhere to firm’s policies and procedures
• Prepare and modify documents including correspondence, reports, memos, and emails
• Expect to quickly learn and fully utilize all systems and software necessary for tracking client status

Requirements:

• Ability to professionally handle communications both internally and externally- via phone, in person, and taking messages as needed
• Prior experience at an accounting firm
• A high level of integrity, accuracy, dependability, and confidentiality are a must
• Proficient in Microsoft Office
• Ability to work as part of a team as well as independently
• Excellent time management skills, including planning and prioritizing
• Knowledge of basic office methods and procedures, filing, telephone techniques, and office equipment
• Be able to work longer hours and occasional Saturdays during tax season
• Associates Degree or experience equivalent
• CCH AXCESS AND ENGAGEMENT ARE REQUIRED

Job Type: Full-time

Pay: $23.00 - $26.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Have you worked at an accounting firm before?

Education:

• Associate (Preferred)

Experience:

• CPA FIRM: 3 years (Required)
• Customer service: 5 years (Preferred)

Work Location: In person

Salary : $23 - $26