Job Description

Administrative Specialist/Tax/Receptionist

Patterson & Company CPAs is seeking a reliable, organized Office Assistant/Receptionist to perform day-to-day administrative and clerical tasks. The successful applicant will have a positive attitude, a desire to work as efficiently as possible, and excellent client-facing communication skills. Positive first impressions for clients is very important to our firm. This job may include some overtime during tax season or other compliance deadlines. Duties focus more on tax related work leading up to and during the tax season as well. We’re looking for someone who can operate effectively with little supervision and who can manage multiple tasks simultaneously.

Responsibilities

• Have extensive interactions with firm clients (primarily during tax season)
• Schedule appointments
• Process deposits
• Client Billing
• Light accounting duties
• Answer phone system and direct calls as required
• Assemble tax returns
• Retrieve documents and files when requested
• Read and route incoming mail and process outgoing mail
• Create, edit, and update spreadsheets
• Maintain electronic filing and storage systems in office
• Maintain office supply inventory

Experience

• 2+ years’ experience in an administrative capacity
• Familiarity with tax software/technology
• Associate’s degree preferred
• 1+ years customer service experience
• Typing speed: Minimum 60 WPM with 90 percent accuracy
• Strong interpersonal communication skills
• Word, Excel

Job Type: 

·         Full-time

Company Description

Patterson and Company CPAs pllc (www.PATTERSON.CPA) is a full service Accounting firm dedicated to the success of our clients. Located in the Highlands area of Louisville, KY, our clients are serviced effectively and efficiently utilizing the latest technology platform available to the CPA industry. Our focus is providing great customer service to our clients. Our goal is to become the very best service provider our clients experience. Firm listed as one of the top 5000 fastest growing private companies in America by INC Magazine.