2 Jobs
A.T.Becker & Associates, Inc. is Hiring an Office Manager Near Scarsdale, NY
- Coordinating office processes, including organizing and scanning client documents and ensuring communication between the client and staff members
- Proactively managing database and workflow systems to ensure accurate maintenance of client data
- Responding to client needs on behalf of professional staff as needed to assist in time and workflow management
- Collating and sending tax returns to clients electronically or by mail
- Processing tax return e-files and following up with clients as necessary to meet deadlines
- Preparing engagement letters for clients
- Coordinating and organizing materials for meetings
- Scheduling client meetings and sending confirmation emails
- Typing documents and letters
- Overseeing general office functions, including coordinating with administrative staff
- Organizing and ordering office supplies as needed, and ensuring office supplies are properly stocked
- Training newly hired professional and administrative staff in general office functions and policies
- Managing e-mail accounts by checking and responding to e-mails and secure uploads and following up as necessary
- Following-up with professional staff and clients as needed to ensure that clients are helped in a timely manner and when appropriate working as a liaison between the professional staff and the client
- Updating client database profiles and folders
- Conducting clerical duties such as filing, copying, printing and scanning
- Working directly with clients to answer their inquiries
- Communicating with prospective clients by explaining our services
- Performing receptionist duties including amicably greeting clients and answering phone calls
- Sending mailings and letters and working with staff members to send out client mailings
- Interpersonal skills
- Strong written and verbal communication including phone calls
- Ability to relay information and messages accurately
- Attention to detail
- Organizational skills
- Reliability and timeliness
- Follow up skills
- Microsoft Office proficient
- Teamwork skills
- Professional attitude and demeanor
- Ability to multitask in a fast-paced environment
- Creative thinking to improve ways of working
- Prioritizes and is resourceful in completing tasks
- Strong technology skills with an ability to adapt to changes and new programs
- High school diploma or equivalent experience (required); Bachelor's degree (preferred)
- Calendar management (experience in Calendly preferred)
- Knowledge of DocuSign (preferred)
- Knowledge of ProSeries (preferred)
- 3 years of management experience (preferred)
- 1 or more years of working in a tax office or CPA firm or financial advising firm (preferred)
At A.T.Becker & Associates, Inc., we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where A.T.Becker & Associates, Inc. comes in. Our advisors are trained, licensed professionals, and they can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes, affording college, or not having enough money to last throughout your retirement, we can help you.
Job Summary
Full Time
$119k-156k (estimate)
05/07/2024
08/25/2024
atbecker.com
Scarsdale, NY
<25
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The job skills required for Office Manager include Scheduling, Microsoft Office, Attention to Detail, Verbal Communication, Organizational Skills, Organizing, etc. Having related job skills and expertise will give you an advantage when applying to be an Office Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Office Manager positions, which can be used as a reference in future career path planning. As an Office Manager, it can be promoted into senior positions as an Office Manager, Senior that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office Manager. You can explore the career advancement for an Office Manager below and select your interested title to get hiring information.
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