Job Description
If you're looking for a workplace that offers tremendous personal and professional growth while being enjoyable, we may be the perfect fit for you! Our team has experienced significant growth in tax and advisory services, and we're looking for a dedicated Office Assistant/Manager to join us. This key role is essential in maintaining client records, ensuring compliance with legal requirements, and enhancing the overall efficiency of our operations.
As a firm that values military families, we actively encourage spouses of active-duty service members and veterans to apply. We understand the unique challenges faced by military families and are committed to providing support wherever possible.
Key Responsibilities:
Assist in the preparation of tax returns by engaging with clients throughout the process, managing client documents, and maintaining a tax preparation status system for internal collaboration.
Prepare client invoicing and follow up as necessary regarding outstanding invoices.
Collaborate with various teams to improve processes and controls.
Provide administrative support, including document scanning and electronic file organization.
Respond to client inquiries with exceptional service and support.
Minimum Requirements:
Prior experience as an Office Assistant/Manager in the professional services industry.
Meticulous attention to detail and a strong passion for accuracy.
Excellent organizational and time-management skills.
Strong communication and interpersonal abilities.
A client service orientation with the ability to maintain composure under pressure.
Ability to work both independently and as part of a team.
A commitment to integrity in all interactions.
Preferred: Relevant certification and/or training beyond high school.
Proficiency in Microsoft 365 and a basic understanding of bookkeeping.
What We Offer:
Competitive pay and benefits.
Opportunities for professional development and growth.
Flexible hours and a hybrid work environment.
Next Steps:
If you feel you're a great fit for this role, we'd love to hear from you! Please apply by sending the following information:
A brief cover letter explaining why you believe you're a good match for this position.
Your salary history and salary requirements.
Your resume, including your full name and contact information.
Please note that failure to follow these steps may exclude you from consideration. Candidates selected for interviews will be required to undergo a background check.
About Us:
We are a boutique professional services firm located in the beautiful Lake Norman area of North Carolina, just outside Charlotte. Our focus is on providing exceptional consulting, fractional CFO, back-office accounting, and tax services to clients nationwide and overseas. We pride ourselves on excellence, integrity, and building lasting relationships with our clients.
We're a CPA firm that believes work should be enjoyable! With a great client base and high client retention, we know we're doing something right. Our team is encouraged to share ideas and innovate—there's always a better way to do things!
We also recognize the importance of life outside the office and actively encourage our team members to engage with their families and communities. We are proud community members and support our associates in their endeavors.
Having learned valuable lessons during the COVID pandemic, we've embraced new ways of working, including remote team gatherings and client meetings. We believe in being different, and after 25 years, we continue to take pride in our unique approach!
Employment Type: Part-Time
Salary: $ 20.00 25.00 Per Hour
Job Tags
Hourly pay, Part time, Remote job, Overseas, Flexible hours,