Admin Support- Seasonal

  • New York, NY
  • Full Time
  • Entry Level

 

We are a next-generation Accounting firm, focused on service and driven by technology! We build relationships based on integrity, responsiveness and solidarity, with the goal of making every client a client for life.

*This is a seasonal position (January to April 2022)

Location: Midtown Manhattan, NY (partially remote/partially in office)

Experience: Entry Level

Responsibilities:

  • Handling medium to heavy volumes of inbound calls from our clients
  • Offer platform support and troubleshooting to our client portal*
  • Assist accountants with organizing client’s information, scheduling meetings, and other client’s related tasks or support*
  • Complete special projects or other responsibilities assigned by management
  • Meet or exceed all productivity deadlines and goals to establish management expectations
  • Creatively solve problem and streamline processes with team members to ensure customer success
  • Collect and file client tax information with the IRS, State, and Local*

*Training provided

Qualifications/Requirements:

  • 2 Year associates degree or higher (required).
  • 1-2 years’ experience working in a position requiring client engagement or providing customer service.
  • Must be proficient in the use of business office applications including spreadsheets. (Tax preparation and bookkeeping software is a plus)
  • Demonstrate strong verbal and written communication skills, and the ability to effectively. present information over the telephone as all clients will be virtual.
  • Demonstrate proficiency in working with others one-on-one and within a group, and the ability to effectively transfer knowledge to others.

Why us:

  • Work with the country’s largest virtual accounting firm
  • Work with cutting edge technology
  • Join an engaging community of like-minded individuals
  • Growth opportunities
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