OFFICE MANAGER/ADMINISTRATIVE ASSISTANT TO CPA

$41,600 - $62,400/Yr

Schembre & Gannon - Fanwood, NJ

Full-time - Entry Level

Fanwood, NJ

Professional, Scientific, and Technical Services

About the position

The Office Manager/Administrative Assistant will provide comprehensive administrative support to ensure the efficient operation of the office at Schembre & Gannon, LLC. This role is essential for managing multiple tasks, maintaining effective communication with clients and staff, and contributing to a positive work environment, particularly during busy periods such as tax season.

Responsibilities

• Meet and greet customers in person, on telephone and email.
• Coordinate communication with clients, outside third parties, and staff members.
• Maintain message logs and check daily phone/email messages.
• Prepare letters and other written communication daily, including responses to notices from the IRS/States.
• Interact with local politicians when necessary.
• Use the NJ online portal system when possible.
• Maintain bi-weekly payroll for the firm.
• Maintain accounts payable function and monitor daily receipts and deposits, recording in QuickBooks.
• Collate and perform cursory review of tax returns throughout the year.
• Monitor and maintain office supplies and order new Tax Year supplies.
• Maintain tax files for customers, setting up files as needed and monitoring past year files.
• Perform monthly bank reconciliations and maintain off-site storage records.
• Send out monthly statements to clients and perform modest collection duties.
• Keep track of quarterly billing statements.

Requirements

• High school diploma or GED.
• Proficient in Microsoft Excel, Word, and QuickBooks software.
• Experience with CPA accounting software and online banking.
• Excellent organizational skills and ability to multi-task.
• Strong communication skills, both verbal and written.
• Ability to manage heavy workflow during busy periods, such as tax season.
• Working knowledge of tax preparation software and use of Client Portal (currently use Drake).

Benefits

• 401(k)
• Paid time off