CPA Administrative Assistant

at  BerganKDV

JOB SUMMARY

This position is a top contributor to our employer brand by kicking off a world-class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go-to support function for the entire office and will accordingly, work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!

REQUIRED EXPERIENCE / QUALIFICATIONS

• High School diploma
• 2 years of experience in an administrative position or support role
• Multi-task, problem solve, and complete all assigned duties
• Strong written and verbal communication; excellent interpersonal skills
• Utilizes office machines such as computers, copier/scanner, printers, and calculators
• Organized and detail oriented; able to maintain records and files
• Able to conduct themselves in a professional manner with clients and internal staff
• Ability to produce high quality work; able to maintain confidentiality at all times
• Strong understanding of Microsoft Office suite

• Receive client tax documents via mail & electronic delivery
• Find and add Creative Planning wealth management tax documents, MLP K-1’s, and other client information as needed
• Sort information to prepare for scanning in CCH
• Contact clients with status update of tax or audit information.
• Scan client documents into CPA systems.
• Outgoing mail processing, including UPS overnight shipments
• Process & assemble tax returns that are ready to be delivered to clients
• Proof client deliverables as needed
• Receive mail and file, sort, and distribute mail
• Receives e-file authorization forms and releases returns to IRS & States
• Assist with various projects and other duties as assigned.
• Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation
• Schedule appointments
• Greeting clients & visitors