- Answering phones filing doing some scheduling
- Managing email and workflow of office
- Running office they don’t micro manage
- Workflow management including receipt and organization of incoming client materials and mail tracking
- Communicating with clients and making sure calls and appointments get to right personnel
- Putting a few tax returns into system(no software needed will train) on this end
- Must have QuickBooks and Microsoft suites knowledge.
- 2 plus years office management a must
- Looking for someone seasoned that would be a good fit in a small of office
- Huge plus if they worked in prior cpa firm (Not a Must)
light bright upbeat and be able to multi task.
Job Status: Full Time