Administrative Assistant

Depaola Begg & Associates P.C - Barnstable, MA

Full-time

Barnstable, MA

Professional, Scientific, and Technical Services

About the position

As an Administrative Assistant at DePaola, Begg & Associates, you will play a vital role in ensuring the smooth operation of processing client deliverables and daily administrative tasks within a CPA firm. This position involves supporting a team of tax professionals and requires effective communication, organization, and a friendly attitude to assist clients and manage various office responsibilities.

Responsibilities

• Greet & assist clients with inquiries & document submissions
• Maintain polite & professional communications via phone, email & in-person
• Scan, organize & maintain physical & digital files, records & databases
• Processing of client deliverables (tax returns, financial statements, etc.)
• Various office administration tasks such as filing, mailing, & scanning
• Process billing & month end statements & record daily deposits
• Perform multiple tasks simultaneously with accuracy
• Ensure the confidentiality & security of sensitive client information
• Collaborate with CPAs to ensure efficient workflow & communication

Requirements

• Experience working in an administrative role in a professional office setting
• Excellent written, oral, & interpersonal communication skills
• Positive attitude & willingness to learn
• Ability to prioritize tasks & meet deadlines
• Ability to learn & adapt to multiple software
• Must be organized, thorough & maintain consistent level of effort & accuracy
• Proficiency in MS Office 365 required
• Experience in Practice CS a plus

Benefits

• 401(k) retirement plan & profit-sharing plan
• Health insurance
• Life & disability insurance
• Paid Time Off - 2 weeks of PTO annually, accruing from start date
• Sick Time Off - 5 days annually, accruing from start date