Job Description

Siepert & Co., LLP is currently looking for an experienced Administrative Assistant to join our team. This is a part time position with an option to increase hours during peak tax season.

• Provide outstanding customer service in person and on the phone.
• Type and proofread correspondence, reports, financial statements, and spreadsheets in an accurate and timely manner using a variety of software programs and Microsoft Excel and Word. 
• Complete monthly client invoicing.
• Process and assemble individual and business tax returns.
• Scan, copy, fax, and email documents and correspondence.
• Provide support for maintaining client database including new client set-up and changes.
• Preparation and mailing of client information and organizers, particularly prior to tax season.
• Receive and process client payments.
• Schedule appointments for staff as needed.
• Open and close office.
• Maintain office supplies including inventory tracking and ordering.
• Open and distribute mail.

The ideal candidate must possess:

• Associate Degree preferred or High School Diploma.
• At least three years of customer service experience, preferably in professional service industry.
• Must be able to work under pressure and deadlines.
• Manage multiple projects simultaneously.
• Incredible attention to detail and desire to produce accurate results.
• Ability to compose professional correspondence.
• Demonstrated analytical and interpersonal skills.
• The ability to flex up hours during busy times (tax season will require overtime, including Saturdays).
• Highly developed Microsoft Office (Word, Excel, Outlook) skills.

We are Siepert & Co., LLP and we are a regionally focused, full-service public accounting firm. We’ve been around since 1949 but don’t let that fool you - we are a modern firm with modern ideas. We utilize cutting edge technology, we invest in our team by providing ample opportunity to earn CPE, we have a generous time off policy (outside of busy season, of course), we provide competitive salaries, and, most importantly, we value our team members. We believe that when our team gets what they need professionally, our clients will be satisfied and our business will grow. Our team members are not only expected to take responsibility within our organization but to also continually show pride within our communities, and to have the willingness to just make things better, whether here at work or at home or wherever your heart desires. We are Siepert and we are so much more than accounting - we are the home of your career, we are family, we are community. What are you waiting for? Apply with Siepert today and let’s get started on your future.

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