Why Choose to Work with Us At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a six-time Inc. 5000 company, demonstrating our unwavering commitment to success and continuous growth. With headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant work environment.
As part of the SMG ABA team, you will be surrounded by individuals who value hard work, encourage personal and professional growth, and celebrate achievements together. We recognize the importance of each team member’s contributions and provide a supportive atmosphere where your efforts are acknowledged and rewarded when we reach our goals.

JOB SUMMARY:

The Administrative Assistant will provide administrative support to ensure efficient office operations within our accounting services company. This role involves managing client interactions, handling office supplies and equipment, overseeing data management, and assisting with various administrative tasks to support the firm’s operations and ensure client satisfaction.

Essential Job Functions:

• Professionally greet clients and vendors; offer refreshments (coffee, water, seltzer).
• Ensure minimal client wait times; prioritize and notify partners of waiting calls.
• Maintain a clean and organized front office.
• Answer incoming calls, directing government calls to appropriate contacts.
• Plan and order lunches/dinners during tax season; confirm partners’ needs.
• Replenish office supplies and maintain copier; manage weekly inventory.
• Ensure daily cleanliness of the conference room and offices.
• Maintain kitchen: run dishwasher, clean sink, handle garbage, and check for spoiled food.
• Water plants weekly; manage mailings and postage through stamps.com.
• Prepare FedEx and UPS mailings.
• Maintain and organize server documents.
• Scan and file new client documents; email documents securely via Sharefile.
• Prepare and label client folders; create new tax year folders.
• Scan and file clients’ documents; process and send tax returns and authorization forms.
• Follow up on signatures; update client status in Axcess.
• Monitor and manage email inboxes.
• Track petty cash receipts.
• Assist with various administrative tasks and support staff as needed.
• Perform other related duties as assigned.

QUALIFICATIONS AND ATTRIBUTES YOU WILL NEED

• Excellent organizational and time management skills.
• Strong verbal and written communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Quick Books Online and accounting software.
• Attention to detail and accuracy in data entry and record-keeping.
• Strong problem-solving skills and ability to handle multiple tasks simultaneously.
• Ability to maintain confidentiality of sensitive information.
• High school diploma or equivalent required; associate or bachelor’s degree in business administration, accounting, or related field preferred.
• Previous experience in an administrative role, preferably within an accounting or financial services firm.
• Familiarity with bookkeeping and accounting principles is a plus.

Please refer the Job description for details