Administrative Assistant at DGPerry CPAs Advisors LLC

Dublin, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Sep, 26

Salary

29.0

Posted On

17 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Administrative Support, Phone Etiquette, Microsoft Office, Billing, Collections, Document Management, Time Management, Multitasking, Organization, Interpersonal Communication, Problem Solving, Confidentiality, Analytical Skills, Client Relations, Office Equipment Maintenance

Industry

Accounting

Description

Join a winning team at a growing firm! DGPerry, a certified public accounting firm with eight office locations in Ohio, Pennsylvania, New York and Florida, is committed to providing the highest quality accounting, auditing, tax, and business advisory services to our clients. Our firm employs more than 150 team members with a wide range of experience and skills, serving businesses in various industries. We're looking to add a full-time Administrative Assistant to our Columbus, Ohio (Dublin) office! Ideal candidates must have experience in a fast-paced, team oriented, customer-centric environment. Excellent computer skills, organizational skills, and professional phone etiquette are required. Every day, DGPerry helps its clients navigate through life and business events, develop tailored strategies to maximize profits, minimize risk, and plan for long-term success. As a team member at DGPerry, not only will you be a vital part of a client's team, but you will also achieve your own personal growth and professional goals. You will enhance your technical skills, build your network, discover new industries, and gain confidence with the support of the DGPerry team. Responsibilities: * Answer, screen, and direct incoming phone calls. * Greet and assist clients and visitors. * Answer basic tax questions, when necessary. * Assist with billing, collections, and daily deposits. * Handle the assembly and filing of tax returns and financial statements. * Set up new client accounts and maintain client records. * Utilize firm software including Karbon, Practice CS, and Aiwyn. * Scan and organize documents. * Process incoming and outgoing mail, UPS shipments, and postage. * Respond to administrative inquiries and provide general office support. * Maintain office supplies and coordinate maintenance of office equipment. * Perform other duties as assigned. Candidate must possess the following qualifications: * 3-5 years customer service or administrative support experience required * Professional services experience preferred * Ability to work full-time in person at our Columbus, Ohio office * Positive attitude * Strong interpersonal skills * Excellent communication skills * Ability to maintain strict confidentiality, strong ethics and business conduct * Ability to evaluate situations and modify behavior accordingly * Ability to multitask and prioritize * Strong organizational skills and attention to detail * Ability to develop and maintain positive relationships through all levels of the organization * Demonstrates ability to take initiative and exercise time management skills * Possess good analytical and problem solving skills * Proficiency with all Microsoft applications We value our team members and offer a very competitive salary and benefits package including health insurance, 401(k) match, generous paid time off, reasonable seasonal hours, and paid time for involvement in community networking events. DGPerry is an equal opportunity employer and offers a relaxed, enjoyable work environment where we believe in and respect a work life balance for our team. A full listing of team member benefits can be found below: * Generous paid time off * Paid holidays * Flexible schedule * 401(k) Plan with generous company match * Health, vision, dental, life, and disability insurance options * Health savings account * Reasonable seasonal hours * Ability to contribute to firm growth * Semi-annual performance reviews with bonus opportunities * Annual salary increases * Opportunities for advancement * Paid time for involvement in community networking events EOE DGPerry participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please use the following links to learn more about E-Verify and Immigrant and Employee Rights: https://dgperry.com/wp-content/uploads/2023/10/E-Verify-Participation-Poster.pdf ; https://dgperry.com/wp-content/uploads/2023/10/Right-to-Work-Poster.pdf #LLP123

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Responsibilities

The role involves managing front-office operations, including greeting clients, handling phone calls, and providing general administrative support. Key tasks include processing tax return assembly, managing billing and deposits, and maintaining client records using firm software.