Seeking a firm administrator for a busy CPA firm located on the Northwest side of Indianapolis. This position that involves a variety of responsibilities and requires strong organizational skills. We are looking for a motivated and experienced individual with the ability and willingness to manage the office operation and be a team player in a fast-paced, deadline driven environment. Prior experience assisting with investment advisors a plus.
Essential Duties & Responsibilities:
- Answer & direct phone calls
- Some c-suite duties
- General clerical duties: copying/scanning, faxing, filing, & running reports
- Manage client files and information
- Maintain office equipment and make service calls as needed
- Assemble tax returns
- Administrative support: data entry, proofreading, & preparing client correspondence
- Assist staff as needed
Requirements:
- Must be proficient in all MS Office products
- Must possess very strong, customer service interpersonal skills
- Strong written and verbal communication skills
- Must be comfortable making collection calls
- Must be organized and able to multi-task effectively
- Reliable and able to work weekdays from 8am-5pm (extra hours required during tax season)
- Previous work in a CPA office/administrative role (preferred)
- Bachelor's Degree (preferred)
Marietta CPAs
(if you already have a resume on Indeed)