Responsibilities:

1. Client Communication: Respond to client inquiries, manage calls, and relay messages to appropriate staff.
2. Scheduling & Appointments: Coordinate meetings and appointments for CPAs and other team members, ensuring that clients' needs are met promptly.
3. Document Management: Organize and maintain files, records, and documents, both physical and electronic, ensuring easy access and compliance with regulations.
4. Data Entry: Input financial data, client information, and other details into accounting software or spreadsheets.
5. Office Organization: Maintain a clean and organized office environment, handle office supplies, and manage inventory.
6. Billing & Invoicing: Assist with client billing by preparing and sending invoices and tracking payments.
7. Prepare Reports: Assist with creating financial reports and ensuring accuracy before final approval by senior accountants.
8. Support Staff: Provide administrative support to the accounting team, including filing, typing, and document preparation.

Requirements:

1. Education: A high school diploma or equivalent; a degree in business administration, accounting, or a related field is a plus.
2. Experience: Prior experience in an administrative or office support role, ideally in a financial or accounting firm.
3. Skills:
   • Proficient in office software (Microsoft Office Suite, Google Workspace).
   • Experience with accounting software (QuickBooks, Xero, etc.) is preferred.
   • Strong organizational and multitasking skills.
   • Excellent communication (written and verbal) skills.
   • Attention to detail and ability to handle sensitive financial information.
4. Work Ethic: Ability to work independently and as part of a team in a fast-paced environment.
5. Confidentiality: Handling private client data with discretion and maintaining confidentiality.

Offers:

1. Competitive Salary: Salaries are often commensurate with experience and can vary based on region and firm size.
2. Professional Growth: Opportunities for advancement within the firm, with possible transitions into accounting, tax preparation, or managerial roles.
3. Work-Life Balance: Flexible hours may be available, especially in firms that understand the importance of balancing family and career.
4. Training and Development: Firms often offer opportunities for further education or training in office management, accounting software, or other related skills.
5. Benefits:
   • Health insurance options (medical, dental, and vision).
   • Paid time off (PTO).
   • Retirement savings options (such as 401(k)).
   • Bonuses based on performance.

For an Administrative Support Staff position at Kharel CPA & Co. LLC, it's recommended to check our website for the latest openings or contact us directly to inquire about current job opportunities.