JOB SUMMARY:

Scott CPAs is seeking an Administrative Assistant to greet clients and visitors to our office, answer phones, take detailed messages, handle client requests, and handle various duties for upper management. We are looking for an individual who is efficient and comfortable with a high velocity of client correspondence. The ability to multi-task, while maintaining complex schedules and balancing high priority deadlines is essential in this position. The ideal candidate for this position is resourceful, a good problem solver and organized. Assuring a steady completion of workload in a timely manner is key to success in this position. Clean and professional appearance will be essential due to the front facing nature of client interactions.

COMPANY:

Scott CPAs is a full-service accounting firm specializing in providing business and technical expertise to clients across industries. We have been named a top 25 accounting firm in the greater Sacramento area for the past 15 years.

Being a member of Scott CPAs, you will provide an array of administrative, operational, and organizational assistance to the Firm. This is a great opportunity to grow your career by becoming an example of excellence within the organization.

We celebrate a culture of work/life balance, collaboration, shared goals, personal development, and fun.

OFFICE HOURS: Monday – Friday, 8:00am – 5:00pm; Lunch Hour: Monday – Friday, 12:00pm – 1:00pm (additional days/hours as occasionally necessary)

Equal Opportunity Employer

RESPONSIBILITIES:

Operate multi-line telephone system to answer incoming calls and retrieve voice mail messages
Greet clients and visitors, schedule client appointments, and confirm client appointments in advance
Liaison between Partners, Staff and Clients; Respond promptly to Partner, Staff, and Client requests
Process incoming & outgoing mail, faxes, and other documents; Create memos, correspondence, reports and other documents when necessary.
Document retention including scanning and filing, as well as paperless procedures for document archiving
Daily monitoring of Partner, Director, and Manager calendars
Set up new client files, pull and prep client files for scheduled appointments
Assist Tax & Accounting Department with tax assembly and presentation of client deliverables for pick up or mailing
Create Power of Attorney form & obtain signatures from Clients & Partners/Directors/Managers
Orders, receives and maintains office supplies
Maintain constant cleanliness of Front Lobby, Conference Room, Break Room and other communal office areas; Maintain Conference Room schedule and run errands for necessary supplies/snacks/décor/etc.
Ensure operation of equipment (printer/copier, fax machine, coffee machine, popcorn machine, etc.) by completing preventive maintenance requirements and scheduling necessary repairs
Assist Tax Director to oversee biweekly Firm newsletter; Manage newsletter content & client feedback
Direct support for Firm Partners, Directors, Managers and all other Staff
All other duties as assigned

REQUIREMENTS:

Bachelor’s Degree
2+ years’ experience in Administrative Office role
Experience with Microsoft Office applications
Excellent written and verbal communication skills a must! You are the face and voice of our firm. You will communicate with all clients via telephone, email and in-person
Excellent organizational skills and time management skills with a proven ability to meet deadlines
Ability to maintain professionalism and a positive service attitude at all times
Motivated to learn and be challenged
Reliable, dependable and punctual
Attention to detail
Ability to handle sensitive information in a confidential manner
Problem solving and analytical skills

COMPENSATION:

Benefits include competitive pay, bonus opportunities, paid holidays, medical benefits, paid time off, retirement plan with employer match, continuing education, and monthly firm events.

Scott CPAs

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