Overview
Administrative Assistant Jobs in United States at TRM CPA
Title: Administrative Assistant
Company: TRM CPA
Location: United States
Job description
Are you highly organized and excellent at follow-through? Are you someone who loves creating an outstanding client experience? Are you a growth-minded individual who wants to work for a company where you can grow your skills while pursuing incredible opportunities for advancement?
If so, we at TRM CPA would love to chat with you about our new Tax Admin position!
Tax Administrative Assistant Responsibilities:
Input client info into our system and add new work items into workflow software.
Make sure client inquiries will be responded to within 24 hours and facilitate communication between clients and account managers.
Following up on open Accounts Receivable balances
Address client tax office correspondence, including forwarding as required.
Update internal forms and systems as needed.
Occasionally process and file tax returns during busy, near-deadline times
Assist in answering incoming telephone calls and take messages or direct as requested.
Create and print faxes, memos, letters, correspondence, reports and other documents where necessary.
Additional administrative support to the team as needed..
Skills
Positive and happy attitude
Excellent written and verbal communication skills
Willingness to learn, show initiative, and be a positive “team player.”
Display a basic knowledge and understanding of a professional office environment.
Displays the following attributes: Excellent work ethic, dedication, initiative, proactive, attention to detail, organized.
Confident enough to develop client relationships and build rapport with staff, business partners and clients.
Requirements
3+ years of client service experience in a CPA firm or professional environment
CPA Firm experience strongly preferred.
Bachelor’s Degree
In office as needed.
Working knowledge of Ignition ,Citrix, ShareFile, Karbon Workflow, Lacerte and Microsoft Office Suite (Word, Excel, etc.)
Strong client service and communication skills
Detail-oriented and very organized.
At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):
· Integrity: We do what’s right over what is easy.
· Ownership: We take initiative and accept responsibility
· Humility: We stay humble and open-minded to new ideas
· Teamwork: We value people over numbers and believe we can go farther by working together
· Positivity: We face challenges with optimism
· Excellence: We go above and beyond in all we do
· Growth: We push the limits of our abilities and strive to be better every day
· Awesomeness: We create fun and a little weirdness
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Schedule:
8 hour shift
Supplemental pay types:
Bonus opportunities
Work Location: Remote in US
