CPA Office Assistant

$41,600 - $52,000/Yr

George H Herro Cpa Sc - Germantown, WI

Part-time,Full-time - Entry Level

Germantown, WI

Professional, Scientific, and Technical Services

About the position

We are seeking a motivated and detail-oriented Office Assistant to join our team. The ideal candidate will be responsible for providing administrative support, managing office tasks, and ensuring smooth operations within the office environment. This role requires excellent organizational skills, effective time management, and the ability to communicate clearly with clients and team members. This position is part-time during the off-season (working 15-20 hours per week) and full-time during tax season (40 hours per week).

Responsibilities

• Provide front desk support, greeting visitors and directing them appropriately.
• Handle incoming calls and provide customer support with professionalism.
• Assist with administrative tasks such as filing, data entry, and document preparation.
• Maintain office supplies inventory and place orders as necessary.
• Scan documents and maintain filing system.
• Enter new clients into all systems, Lacerte, Karbon, QB and Phoneslips.
• Prepare tax season packages/envelopes and inserts.
• Copy insert documents, engagement letter for business and personal, privacy policy and new fee sheet.
• Print and attach labels to envelopes for tax packages, estimate envelopes and payment voucher envelopes to Federal and State.
• Meet with clients when they pick up returns, show them where to sign, and collect payment from them.
• Ensure a clean and organized office environment to enhance productivity.

Requirements

• Proven experience as an Office Assistant or in a similar administrative role.
• Strong time management skills with the ability to prioritize tasks effectively.
• Ability to work independently as well as part of a team.
• Strong attention to detail and problem-solving abilities.
• Previous experience in customer support or front desk operations is preferred.

Nice-to-haves

• Experience in customer service for at least 1 year.

Benefits

• 401(k)
• Dental insurance
• Tuition reimbursement
• Vision insurance