Confidential Posting
Regional accounting firm located in the suburbs of Philadelphia has a great opportunity for a full-time experienced and hands-on Office Manager. The firm offers its employees the ability to work with clients and learn directly from management in an environment that is professional but also staff-focused.
This individual will have a proven ability to successfully oversee office systems, prepare reports, and maintain office efficiency as the role will be integral to the operations of the firm. Strong Microsoft Excel, Word and PowerPoint skills are required, along with accounts receivable (A/R), billing, and time and expense knowledge. Previous experience in an accounting firm/environment is highly desirable.
The responsibilities of the job are as follows:
Office Manager
· Manage the administration of the office.
· Assist with IT services management and human resource issues.
· Assist in preparation of client marketing materials and client presentations.
Clerical
· Format and distribute clients’ status reports.
· Draft engagement letters, fee agreements, assign client matter numbers, and prepare and maintain client files.
· Processing / collating individual, partnership and corporate tax returns.
· Document preparation and revisions in Microsoft Excel, Word and PowerPoint.
Bookkeeping/Accounting
· Prepare billing statements for clients and record transactions into Practice Solutions software program.
· Record bank deposits and maintain accounts receivable (A/R).
· Input client-billable expenses into billing system.
· Produce financial reports on a weekly, monthly and ad hoc basis.
Executive Assistant
· Answer telephones, transfer calls, take messages and set up conference calls.
· Meet, greet and attend to office visitors.
· Set up, organize and maintain reception area and conference room for internal and external meetings, including ordering meals.
· Schedule meetings and other business events.
· Organize and re-stock the common work areas of the office, including the copy room, supply room, file room and kitchen.
· Manage (i.e., receive, distribute, send and file) correspondence via email, mail, courier and overnight delivery service.
· Regularly sort through mail of professionals and distribute or file accordingly.
We are seeking a detail oriented person with strong organization and communications skills that is capable of multi-tasking. The ideal candidate will also possess the following qualifications:
· Associates or Bachelors degree preferred.
· 5+ years of relevant work experience in a similar position.
· Accounting / professional services firm experience preferred.
· Ability to consistently meet deadlines.
· Experience with document management software desirable.
· Knowledge of QuickBooks is a plus.
· Knowledge of Practice Solutions and UltraTax software program preferable.
· Strong Microsoft Excel, Word, and PowerPoint skills required.
A positive attitude and professional demeanor is also required of this position.