Administrative Clerk

    • Full Time
    • Lander

    Website Summit West CPA Group

    The Administrative Clerk is part of the administrative team, responsible for processing, filing, and organizing firm documents. The Administrative Clerk works closely with the Chief Operating Officer, Firm Administrator, and Client Relations Administrator to support the Firm’s delivery of effective, efficient, and confidential service to its clients.

    Key Responsibilities:
    • Scan and upload client tax information.
    • Assemble tax returns.
    • Format, assemble, and mail audit reports.
    • File tax deadline extensions.
    • Assist in fulfilling requests for tax returns, extensions, payments vouchers, etc.
    • Track and order office supplies and break room supplies.
    • Order tax forms from the IRS.
    • Assist with filing of tax extensions as well as the copy and assembly of tax returns.
    • Process client payments over the phone.
    • Provide assistance and/or coverage for other administrative positions.

    Required Key Attributes and Skills:
    • Professional and effective oral and written communication skills and interpersonal abilities.
    • Excellent organizational skills and attention to detail.
    • Positive attitude and collaborative spirit.
    • Knowledge of standard office or practice management software including Microsoft Office (Word, Excel, Outlook).
    • Ability to prioritize and multi-task in a fast-paced environment.
    • Willingness to cross-train with other administrative staff and assist where needed.
    • Integrity, accountability and confidentiality.

    Preferred Key Attributes and Skills:
    • Experience as an Office Manager, Executive Assistant or relevant role in a CPA Firm or other professional practice.
    • Expert knowledge of Microsoft Office Word and Excel. Particularly the ability to do advanced formatting within Word.
    • Familiarity with accounting office procedures and basic accounting skills.
    • Notary Public Certification

    Education & Experience Requirements:
    • Bachelor’s degree preferred, or equivalent combination of education, training, and experience.
    • Minimum of 2 years recent experience in an office setting.

    Competitive compensation and benefits. This is a full-time, hourly position.

    To apply please send a cover letter and resume to [email protected]

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