Administrative / Client Services Assistant

Cook CPA is a CPA firm located in Wichita, Kansas and seeking to add an Administrative / Client Services Assistant to our growing team. This position will require a person to be motivated, client-focused, thorough, and detailed as they interact with clients and offer support on various company projects. Employee benefits are available for a full time applicant.

Key Responsibilities include

• Coordinate and schedule meetings.
• Answer incoming phone calls for the office.
• Process incoming and outgoing mail.
• Maintain confidentiality of sensitive information.
• Company time tracking and invoicing.
• Organize and maintain both physical and electronic filing systems.
• Involvement in tax season projects and client satisfaction goals.
• Coordination of events and functions.
• Responsible for monthly bookkeeping cycle of multiple clients.
• Troubleshoot and resolve client compliance requirements.
• Manage client experience process.
• Act as the primary point of contact for clients.
• Maintain client database.
• Prepare and distribute client engagement letters.
• Provide administrative support for client meetings.
• Identify opportunities for process improvements.
• Occasional in town driving for office related tasks.
• Other duties as needed.

Qualifications

• Excellent verbal and written communication.
• Growing expertise in Intuit QuickBooks, Microsoft Office, and other software as needed.
• Ability to interact with clients and team members professionally.
• Prior administrative experience preferred.

Expectations

• Highly organized, intuitive, problem-solving capabilities, and attention to detail.
• Initiate positive changes to improve company processes.
• Maintain and cultivate good relationships with clients and other business partners and team members.
• Timely communication and completion of responsibilities.
• Overtime required during tax season months of January-April and reduced hours during non-peak periods.
• Adherence to employment policies of Cook CPA, LLC.

Our Benefits

• Medical, Vision and Dental insurance.
• Retirement match.
• Paid time off.
• Flexible Schedule.
• Opportunity for growth within a collaborative, client-centered firm.
• Company paid life insurance.
• Compensation based on experience.

As a firm, Cook CPA seeks to bridge the gap that is often present within the customer relationship between accountant and client. We serve and consult with individual and entity clients within a wide range of industries including oil & gas, real estate, retail, and others. Based in Wichita, we have a global reach with local, national, and international clients. All team members have the opportunity to craft a professional company environment and culture and the administrative assistant is especially important with first impressions.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Work Location: In person

Salary : $18 - $22