Firm Administrator

ABOUT FISHER, P.A. A CERTIFIED PUBLIC ACCOUNTING FIRM

Fisher, P.A. Certified Public Accounting Firm was established to provide efficient, expert solutions for both businesses and individuals. We measure our success by the success of our clients and the success of our team at Fisher, P.A. Through positive teamwork and leadership, we cultivate an environment of integrity, care and respect allowing us to focus on personal growth of our team, clients and leaders. It is this foundation that provides the platform to educate and give back to our community.

Our primary services include business advisory, CFO outsourcing, accounting, tax compliance, IRS representation and tax planning. We also offer a host of specialty services to cater to the unique needs of our clients. We serve a wide range of individuals, corporations, limited liability companies and partnerships and are experts in the accounting issues and tax laws that impact our clients. We are a growing accounting firm and are seeking a motivated person to become part of our team and contribute to our progressive and innovative firm environment.

The Administrator will work closely with our operations team and act as a primary point of liaison with our clients. The successful candidate will serve as an ambassador for the firm, demonstrate polished communications skills, a professional and positive attitude.

·       Diverse role combining client liaison

·       Friendly, social work environment

·       Positive team environment

The role involves:

·       Managing reception desk by screening for important phone calls and transfer to the correct person, answer client questions if able, take phone messages and either schedule a phone call or respond to client questions in a timely manner

·       Work closely with operations team to maintain a client relationship management system and electronic document management system

·       Liaising with tax and accounting clients to gather information in a timely manner, with a focus on customer service, ensuring queries are resolved as quickly as possible to ensure prompt turnaround

·       Provide support for accounting team by saving monthly statements for assigned clients and processing accounts receivable / payable if applicable

·       Scheduling in person, video and phone appointments for team members

·       Paper filing of tax returns

·       Manage all certified mail and faxed documents as well as document requests

·       Preparation of tax organizers

·       Maintain overall office appearance and building management

·       Help plan and execute employee gatherings, client events and internal special projects

COMPENSATION:

·       Competitive salary

·       Bonus structure (no billable hour goals)

·       Full benefits package: Health insurance with dental and vision options

·       Group Long Term Disability

·       Flexible hours with remote work from home options available

o  Firm follows a summer hours schedule, closing at noon on Friday’s from Tax Day to Labor Day

·       401K matching

·       Continual education and career growth opportunities

REQUIREMENTS:

·   Professional oral and written communication skills

·   Able to work efficiently and independently

·   Able to work well in a team setting

·   Interest in personal and professional development

·   Strong ethical compass

·   Dependable and punctual

PREFERENCES:

·   2 years professional work experience

·   Knowledge or experience within an accounting practice