Firm Administrator

    • Part Time
    • Lander

    Website Summit West CPA Group

    The Firm Administrator is part of the administrative team, responsible for execution and coordination of many of the Firm’s operational and human resource functions. The Firm Administrator works closely with the Managing Partner, Personnel Partner, and Chief Operating Officer to support delivery of effective, efficient and confidential service to its clients.  Hours for this position must be between 8am-5pm, but can be flexible within that time frame to accommodate other commitments and obligations.

    Key Responsibilities:
    • Execute tax information intake and scanning process.
    • Assist in fulfilling requests for tax returns, extensions, payments vouchers, etc.
    • Prepare and make bank deposits.
    • Track and order office supplies and break room supplies.
    • Schedule meetings and coordinate use of Firm conference rooms.
    • Maintain, track and reconcile Firm credit card and charge accounts.
    • Schedule use of and maintenance of the Firm vehicle.
    • Assist with payroll processing.
    • Assist with new employee paperwork and basic training/onboarding.
    • Assist with employee offer letters and termination paperwork.
    • Assist CPAs with professional education and licensing compliance.
    • Manage office vendors and vendor relationships.
    • Assist with insurance enrollment and renewals.
    • Maintain QuickBooks accounting records as assigned.
    • Execute effective billing, collections, and accounts payable processes. Handle billing and collections questions, complaints, and communications.
    • Assist with filing of tax extensions and copy and assembly of tax returns.
    • Provide assistance and/or coverage for other administrative positions.

    Key Attributes and Skills:
    • Experience as an Office Manager, Executive Assistant or other relevant role.
    • Professional oral and written communication skills and interpersonal abilities.
    • Human Resources administration experience.
    • Excellent organizational skills, attention to detail and multi-tasking ability.
    • Positive attitude and collaborative spirit.
    • Familiarity with office procedures and basic accounting skills.
    • Knowledge of standard office or practice management software including Microsoft Office (Word, Excel, PowerPoint, Outlook) and QuickBooks.
    • Willingness to cross-train with other staff and assist where needed.
    • Integrity, accountability and confidentiality.

    Education & Experience Requirements:
    • Bachelor’s degree preferred, or equivalent combination training and experience.
    • Minimum of 3 years recent experience in an office setting.

    Compensation:
    Competitive compensation and benefits. This is a part-time, hourly position.

    To apply for this job email your details to jon.tonkowich@307cpas.com