What are the responsibilities and job description for the Administrative Assistant position at Moore Beauston & Woodham LLC CPAs?
About MBW:
Moore, Beauston & Woodham is a highly respected full service CPA Firm with locations across South Carolina. Our tag line, “Knowledge in Num6ers®,” says it all. We believe in and support a healthy work-life balance for our employees and encourage that balance with a generous Benefit package including health, dental, vision, life insurance, disability, 401(k) match, marketing new clients and new employee referral bonus plans. Our 30 year success is driven by our uniquely collaborative and comprehensive set of client services that drives long term client loyalty and success.
Essential Functions:
Moore, Beauston & Woodham is a highly respected full service CPA Firm with locations across South Carolina. Our tag line, “Knowledge in Num6ers®,” says it all. We believe in and support a healthy work-life balance for our employees and encourage that balance with a generous Benefit package including health, dental, vision, life insurance, disability, 401(k) match, marketing new clients and new employee referral bonus plans. Our 30 year success is driven by our uniquely collaborative and comprehensive set of client services that drives long term client loyalty and success.
Essential Functions:
- Answering incoming calls and greeting clients in a professional manner
- Keeping up-to-date on staff to ensure proper communication to clients
- Entering and updating of client information in various software
- Entering daily deposits and processing credit card payments
- Assembling tax returns in a paper and paperless environment
- Contacting clients and conducting client follow-up reminder calls regarding tax documents and authorization forms
- Preparing and tracking client engagement letters
- Electronic delivery, downloading and uploading of client information
- Scanning
- Maintaining office supplies to include stocking, inventory and ordering of supplies
- Managing and scheduling conference rooms for client meetings
- Assist in identifying and implementing process improvements to enhance efficiency and prevent potential bottlenecks
- Performing various other administrative tasks for the office as required
- Strong organizational and time management skills
- Professional demeanor and strong communication skills, both written and oral
- Self-Starter: Take initiative and anticipate needs
- Must be comfortable interacting with professionals at all levels, internally and externally
- Ability to work independently and as part of a team
- Ability to work in a fast-paced environment and adapt to changing priorities
- Strong focus on attention to detail and accuracy
- Proficiency in Microsoft Office Suite (Word, Outlook, Excel and Teams)
- Operation of general office equipment (copiers, fax machines, postage machines)
- Minimum of 5 years experience in administrative support
- Must be able to lift or move up to 25 pounds
- Must have a valid drivers license and reliable transportation