Located and established in Virginia Beach since 1995, Stephen Merritt CPA, P.C., is dedicated to providing tax preparation and accounting services for small to medium-sized businesses as well as their owners and families throughout the Hampton Roads area. It is our goal to maintain a strong relationship with our clients. We attribute our firm’s current growth to client referrals which only occurs because our top priority is client satisfaction.

This is NOT an entry level position. Applicants MUST have prior administrative/clerical experience. Minimal training provided.

Small public accounting firm. Hours are Monday through Friday from 8:00 am to 5:00 pm.

Duties and responsibilities:

• Schedule and coordinate meetings for partners
• Work closely with firm accountants utilizing strong communication and organization skills
• Must balance multiple responsibilities in a fast-paced deadline-oriented environment following firm standard operating procedures
• Provide day to day administrative support to partners
• Draft and proof engagement letters to clients
• Process, assemble and send correspondence, tax returns and financial statements to clients
• Greet clients in a friendly and professional manner, answer telephone, take messages and respond to general questions
• Manage mail with attention to due dates and actions required
• Produce a variety of materials including but not limited to letters, memoranda and reports
• Provide reception and office services which includes but is not limited to sorting mail, maintenance of electronic and hard copy filing system, maintaining general office areas (kitchen, copy room, storage room), ordering supplies, arranging for repair and maintenance of office equipment
• Manage and monitor client portal, update and maintain accurate client information
• Work with partner to set up client billings, processes and mails client invoices
• Process accounts receivable and daily deposits as needed
• Prioritizes and works independently or with minimal supervision
• Facilitate supply orders to maintain a well-stocked and organized office

REQUIREMENTS:

• Ability to work in a deadline-driven environment and handle multiple projects/tasks with strong attention to detail
• Advanced computer skills: Word, Excel, Outlook, Adobe Acrobat. Ability to learn software quickly.
• Ability to operate scanner, copier and printers
• Excellent written and verbal communication skills
• Possesses superior customer service skills. Displays independent judgment and diplomacy skills
• Strong verification skills. Ability to review one’s own work. Accuracy is essential.
• Must be punctual, reliable and maintain a professional demeanor and appearance.
• Confidentiality must be maintained at all times
• MUST love dogs. The mayor is in residence everyday.