Overview
Executive Administrative Assistant Jobs in Dallas, TX at Francis & Associates CPAs
Full Job Description
We are seeking an in-office full-time executive admin person who can support our fully-remote team of 6 CPAs. Our CPA firm provides tax preparation and planning services to roughly 600 individual and business clients. Our executive admin person would work in our physical office in North Dallas (Tollway at LBJ Freeway, across from the Galleria) in a single-person or two-person atmosphere, so this position would be perfect for a person who likes working in a quiet and serene working environment. To be successful in the position, this person would have excellent organization skills, be a self-starter, have good inter-personal skills, and be low drama. Experience with Microsoft Office (primarily Outlook, Word and Excel) is required. Previous experience working in a CPA firm with CCH Axcess software (Document, Workstream, Time and Billing) is a definite plus. Job responsibilities include:
Greeting clients who occasionally visit our physical office and answering phones, as needed.
Receiving client tax data, and scanning of same into our electronic file cabinet
Tax return processing after return completion by CPAs, and preparation of emails for sending returns to clients electronically
Preparing client invoices, monitoring of collections and sending out statements for overdue invoices
Receiving check and credit card payments, electronic entry of same, and preparation of applicable deposit slips
Trouble-shooting software and hardware issues, interacting with our IT firm as needed
Base salary of $60,000 to $70,000 (commensurate with experience), bonus plan, 401(k) with match, medical allowance, paid holidays, three weeks’ vacation, and staff shopping sprees twice a year are part of this offer. March 18th or March 25th start date is preferred.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
401(k)
401(k) matching
Health insurance
Schedule:
Monday to Friday
Work Location: In person
Title: Executive Administrative Assistant
Company: Francis & Associates CPAs
Location: Dallas, TX
Category:
