Administrative Assistant

ADMIN:  SUCCESSFUL CPA FIRM 

Are you exceptionally upbeat, helpful, and confident? 

Are you a team player with a sunny personality? 

Do you have “people” skills AND “numbers” skills? 

Do you have a basic knowledge of computer systems and scanning? 

Are you a highly organized and professional person? 

Are you looking for an opportunity to work for a successful, growing, small firm? 

COMPANY INFORMATION: 

We are a successful CPA firm in the Statesville/Mooresville area that specializes in serving small businesses and their owners. We have a history of strong, steady growth and can continue that success in the future. We help small businesses be better organized and more profitable. We know that having a great staff is critical to our success.  

OPPORTUNITY: 

We are seeking a detail-oriented and reliable individual to provide essential administrative support during the busy tax season. This role is crucial for ensuring the efficient flow of client documentation and the accurate final assembly of tax returns. The ideal candidate will be meticulous, organized, and capable of working in a fast-paced environment.  

RESPONSIBILITIES: 

You will be scanning client documents into the electronic file cabinet and assembling any required paper tax returns for the client. 

Additionally, you will be assisting with workflow management of returns through the office or into client portals. There may also be light general office duties. 

QUALIFICATIONS AND SKILLS 

Attention to Detail: A high degree of accuracy and extreme attention to detail are essential for handling sensitive financial documents. 

Proficiency with office equipment, including scanners, printers, and postage scales. 

Comfortable with Microsoft Office Suite (Word, Excel, Outlook) and general computer literacy. 

Organizational Skills: Strong organizational and time management skills, with the ability to handle multiple priorities and meet deadlines in a seasonal environment. 

Communication: Excellent, written and verbal communication skills. 

Confidentiality: Ability to maintain strict client confidentiality and handle sensitive information with integrity. 

Reliability: Punctual, reliable, and able to follow instructions accurately. 

WORK SCHEDULE AND DETAILS 

This is a part-time, seasonal position with flexible hours available.  

If you have the skills and energy we need, we encourage you to apply via email. We prefer that you attach your resume via email. Please format your documents in MS Word or PDF. Send resume to janet@rosenfeldandco.com. NO TELEPHONE CALLS PLEASE. 

Note: We will be corresponding with you via janet@rosenfeldandco.com. Please take the necessary precautions, such as adding the address to your address book, so our messages are not caught in your email filter(s). Thank you.