Administrative Assistant Job at Moore Beauston & Woodham LLC CPAs in Greenville

Join to apply for the Administrative Assistant role 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

• 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

Qualifications

• 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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative

Industries

• Accounting