ADMINISTRATIVE

Administration- local accounting firm located in Emerson, New Jersey. Responsibilities include:

1. Answering phones and follow-up via email and phone interactions with clients gathering accounting and tax data to be sent in via email, mail, portal posting, etc.
2. Scheduling client meetings for both in office and via Teams/Zoom.
3. Must have working knowledge of MS Office 365.
4. Email blasts monthly and quarterly for newsletter distribution.
5. Client Portal maintenance. Utilizing Thomson Reuters Net Client Suite
6. New Client on boarding and set up. we utilize Practice CS by Thomason Reuters
7. Scheduling client work flow for individual and business clients throughout the year. Utilize Form Flow
8. Assembling/binding returns and prepare for mailing.
9. Office supply management responsible for ordering in office supplies, tax and computer supplies, binding folders, etc.
10. Document management (scanning client information) utilizing Go File Room and Firm Flow.
11. Website and SEO marketing.

The above position utilizes Microsoft Office suite (specifically Word, Excel, Outlook) and Thomson Reuters Tax and Accounting software.

Candidate should have experience in Microsoft Office Suite and knowledge of Thomson Reuters tax and accounting practice software a plus.

We will train on Thomson Reuters software.

Accounting firm offering a wide range of accounting, tax and financial planning services to our clients. Small office friendly environment. Growing practice with an investment management affiliate.