Administrative Assistant

SD Associates, P.C. is a reputable and growing Certified Public Accounting (CPA) firm dedicated to providing top-notch financial and consulting services to our clients. We pride ourselves on our commitment to integrity, professionalism, and continuous improvement. We are looking for a proactive and organized Administrative Assistant to join our dynamic team.

The Administrative Assistant will play a crucial role in ensuring the smooth and efficient operation of our office. This individual will provide administrative support to the partners and staff, assist with client communications, and handle various office tasks with a high degree of professionalism and confidentiality.

Why Choose S.D. Associates, P.C.?

At SD Associates, P.C. you’ll work with a top-notch team of knowledgeable professionals with over 3 decades of experience and will have the opportunity to create rewarding relationships with clientele and staff alike. We service business, professional, and personal clients in various industries throughout the Tri-State area.

Unlike many large firms, our atmosphere is accessible and family-oriented with an ongoing open-door policy. We’re not just looking for new staff members - we are looking for like-minded individuals who will become a valuable part of our team.

What we offer:

• Competitive salary: $35,000 - $45,000
• Health, dental and vision insurance
• 401(k)/matching
• LT Disability and life insurance
• Flexible spending plan
• Paid time off
• Flexible scheduling, including summer hours
• Low partner-to-staff ratio, which allows partners to work closely with team members through client engagements

Qualifications:

• Prior experience in an administrative role. Experience specifically within a CPA firm or a similar professional services environment is preferred, but not required.
• Proficiency in using office software Microsoft Word, Excel, and Outlook. Experience using the tax software Lacerte is preferred, but not necessary.
• Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
• Strong organizational skills and attention to detail to effectively manage multiple tasks and priorities.
• Ability to work independently with minimal supervision and as a part of a collaborative team environment.
• Flexibility to work additional hours and Saturdays during tax season.

Responsibilities:

• Assist with answering phones.
• Data entry, filing and clerical support throughout departments.
• Greet clients and guests.
• Scanning, copying, and saving documents.
• Assist with document management, file organization, and e-filing documents.
• Assist firm with daily administrative tasks.
• Assist with the processing of daily incoming and outgoing mail.
• Assist clients regarding tax returns and their status.
• Assist in writing letters.
• Ensure compliance with company policies and procedures.
• Maintain confidentiality of all client and firm information.

We are excited to welcome a dedicated and organized Administrative Assistant to our team. If you thrive in a dynamic, fast-paced environment and are eager to contribute to the success of a leading CPA firm, we encourage you to apply.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Experience:

• Customer service: 1 year (Preferred)

Work Location: Hybrid remote in Elkins Park, PA 19027