Office Admin

Zinman & Company PC is regarded as a top accounting firm providing professional accounting and bookkeeping services as well as comprehensive and expedient business tax services. The firm is seeking an Office Admin to join the team!

This position is full-time permanent placement and is on-site.

Essential Responsibilities Include:

1. Greet clients and visitors upon their arrival.
2. Enter maintain and update client information and records in firm practice management software.
3. Scan and index documents including tax workpapers.
4. Manage client correspondence (answer/return inquiries triage and respond to emails & phone calls).
5. Manage calendars schedule appointments and book meetings for accountants and partners.
6. Act as a point of contact for client workflows. Communicate with clients to collect missing data and information as warranted.
7. Prepare or assist in the preparation of client invoices.
8. Assist with accounts receivable functions including invoice distribution payment tracking and client follow-up on aging.
9. Prepare reports and spreadsheets for internal tracking and operational purposes.
10. Process and assemble tax returns.
11. Receive sort and distribute incoming mail packages and client documents. Coordinate outgoing mail certified mail and courier services.
12. Process client payments and maintain records of payments received.
13. Order and maintain office supplies and schedule office equipment maintenance.
14. Assist with administrative projects and provide general support to team as needed.

Highly Qualified Candidates Will Possess Most of the Following:

• High school diploma or equivalent required.
• 2 years experience using Microsoft Office suite of products including Excel (VLOOKUP HLOOKUP pivot tables).
• Experience using QuickBooks Online preferred.
• Experience using payroll software preferred including experience filing local returns on state websites such as e-TIDES.
• Experience with multi-client entities preferred.
• Strong professional communication skills focused on delivering a high-quality customer experience and building client rapport
• Accurate with a commitment to excellence integrity and confidentiality.