Are you organized, detail-oriented, and passionate about supporting successful projects? We are currently seeking an enthusiastic Accounting Administrative Assistant to join our dynamic team. This pivotal role supports our clients and internal staff by ensuring smooth operational flows and top-notch communication.
What You'll Do:
- Client Interaction: Serve as the first point of contact for our clients. You will request, verify, and ensure all work received from clients is accessible and complete. Follow up diligently through email or phone within 24 hours to confirm receipt and clarify any details, ensuring client satisfaction and engagement.
- Information Management: Manage critical data by maintaining accurate contact and billing information for all client interactions. You'll also be responsible for the organization and filing of all work into the appropriate client folders.
- Task Coordination: Oversee the distribution of assignments based on complexity and workload. You'll ensure that tasks are assigned to staff with the appropriate capacity and skill level, maintaining a balance to maximize efficiency and accuracy.
- Process Improvement: Participate in developing and refining office procedures, including creating a menu of our services to enhance client awareness and engagement.
- Quality Assurance: Confirm all documents are collected before work begins, monitor the status of ongoing tasks, and proactively address any potential issues or delays. Your role will be crucial in helping us deliver timely, accurate services to our clients.
- Team Collaboration: Maintain regular contact with staff and CPAs to address any questions and schedule necessary meetings. Your proactive communication will support our team in delivering excellent tax and accounting services.
What We’re Looking Form Someone Who:
- Has strong customer service mindset and professionalism when interacting with clients
- Has high agency and self starter mentality
- Is strong in problem solving skills and has the ability to figure things out without constant direction
- Is a quick learner who can adapt to new software, systems, and processes
- Will be highly organized with strong follow through and attention to detail
- Is comfortable navigating multiple bank websites, client portals, and internal software platforms
- Will be able to manage competing priorities and keep projects moving forward
Why Join Us?
You'll be part of a supportive and inclusive environment that values your contributions and is committed to your professional growth. We offer competitive benefits, a collaborative team atmosphere, and the opportunity to work with diverse clients across various industries.
Job Type: Full-time
Pay: $42,500.00 - $65,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Accounting Admin: 1 year (Preferred)
- Customer service: 1 year (Required)
Ability to Commute:
- Irving, TX 75038 (Required)
Work Location: Hybrid remote in Irving, TX 75038
