Job description
We are a multifaceted CPA firm that provides financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services.
We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.
We are looking for a front office administrator to add to our dynamic team of professionals at our Medford, Oregon location.
If you are organized, detail-oriented, and proactive, we would like the opportunity to speak with you.
This position encompasses many of the tasks needed to run an efficient, client-friendly, professional firm.
You will help make our office a great place for our company members to work while providing superior service to our clients.
This position will provide the support needed to service our clients with timely accurate work.
Potential Duties:
Greet customers and visitors in person, on the phone and electronically.
Direct clients to the appropriate staff member.
Monitor calendars, schedule meetings, and send out invites to all attendees
Oversee and perform clerical tasks, such as sorting and sending mail
Maintain office supplies inventory, order new materials and/or purchase at store as
needed
Maintain accurate up-to-date client files
Complete and deliver bank deposits
Document and communicate all client documents drop-offs
Process taxes for record keeping and client pick up
Maintain a high sense of confidentiality.
Collect, process, and record client payments
Assist in the development of office procedures and processes
Excellent computer skills including Microsoft Office
Professional appearance and demeanor
Skills that will make you successful in this position:
High level of initiative
Problem solving capability
Detailed, accurate service that is friendly and customer oriented
Supervisory experience
Although we take our work very seriously, we don't take ourselves too seriously.
This is more than just a place to get through the work day.
We enjoy our work and our time together! Pay determined based on experience and education.
Benefits:
401(k) matching
100% Company-Paid Medical/Dental/Vision Insurance
100% Company-Paid Life Insurance
Flexible spending account
Health savings account
Paid Time Off
Schedule:
Monday - Friday
Some overtime may be required
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