Schofer Dillberg & Company - Natick, MA

posted about 2 months ago

Full-time - Entry Level
Natick, MA
Professional, Scientific, and Technical Services

About the position

Schofer Dillberg & Company, Inc., a growing local CPA firm located in Natick, is seeking a dedicated and dependable administrative assistant to join our team. The ideal candidate will have previous administrative experience in a similar role, preferably within a CPA firm. Strong organizational skills and impeccable attention to detail are essential for this position, as well as proficiency in Microsoft Office and Adobe. Familiarity with XCM, SafeSend, TimeSolv, and CCH Axcess is highly desirable. The candidate should possess excellent communication and interpersonal abilities, along with the capability to multitask and prioritize tasks effectively. A proactive and self-motivated approach to work, coupled with a positive attitude and a willingness to learn and grow, will be key to success in this role. Responsibilities for this position include greeting and assisting visitors, clients, and team members in a professional and friendly manner. The administrative assistant will assist in the preparation and distribution of client tax returns and related documents, handle incoming and outgoing mail, emails, and faxes, and organize and maintain both physical and digital files with accuracy. Additionally, the role involves monitoring and ordering office supplies as needed, collaborating with other team members to support various projects and tasks, and performing general administrative duties including data entry, record-keeping, and filing. This position offers an opportunity to work in a collaborative and supportive environment, contributing to the firm's success while enjoying a fun, laid-back office atmosphere.

Responsibilities

  • Greet and assist visitors, clients, and team members in a professional and friendly manner.
  • Assist in the preparation and distribution of client tax returns and related documents.
  • Handle incoming and outgoing mail, emails, and faxes.
  • Organize and maintain physical and digital files with accuracy.
  • Monitor and order office supplies as needed.
  • Collaborate with other team members to support various projects and tasks.
  • Perform general administrative duties including data entry, record-keeping, and filing.

Requirements

  • Previous administrative experience in a similar role (CPA firm experience a plus).
  • Strong organization skills and impeccable attention to detail.
  • Proficiency in Microsoft Office and Adobe.
  • Experience with XCM, SafeSend, TimeSolv, and CCH Axcess.
  • Excellent communication and interpersonal abilities.
  • Ability to multitask and prioritize tasks effectively.
  • A proactive and self-motivated approach to work.
  • A positive attitude and a willingness to learn and grow.

Nice-to-haves

  • Experience with billing and collections.
  • Experience processing tax returns both electronically and paper.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Meals during busy season
  • Employee and client referral bonuses
  • Firm-sponsored social events
  • Opportunity to work in a collaborative and supportive environment
  • Flexible work hours to accommodate work-life balance
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