DeLeon & Stang CPAs & Advisors is a full service accounting firm in Leesburg, VA. We are seeking a motivated, high energy person to join our Operational Support in our office location. This person will be responsible for providing a high level of client service and organizational support to all staff. This is a permanent, fulltime position, with the need for flexibility in work hours during our busy seasons. Prior experience in a CPA firm is helpful, but not required. The right candidate will be a pro-active organizer and a team player with great communication skills.
Responsibilities:
- Provide outstanding client service through administrative support for multiple engagements, clients and team of professionals in office
- Answer phones- take messages, direct phone calls, handle client questions, coordinate client appointments/pickups, and refer requests to the appropriate team members
- Scan documents, Collate and assemble tax packages, and prepare various mailings
- Receive, sort and distribute the mail
- Maintain electronic documents, tax returns and client files, and maintain confidentiality of sensitive information.
- Maintain general office operations, supplies, and organization
- Maintain office equipment and ensure operation of equipment by completing preventive maintenance requirements; calling for repairs
- Assist with managing calendar of appointments, conference rooms, arranging meetings, or coordinating communications to the team
- Demonstrate strong work ethic and excellent attendance record
- Perform various administrative tasks to support the efficient operation of the office.
- General cleaning and organization of office common areas and kitchens
- Maintain office supplies inventory by checking stock to determine inventory levels; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies and stocking appropriately once received
Qualifications:
- Strong customer service, with the ability to provide high- level communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up
- Ability to be a self-starter, manage time well, multitask and work well with shifting priority deadlines.
- Proven experience as an Administrative Assistant required, minimum 1-2 years
- Willingness and ability to learn quickly
- Must be available to work flexible hours, evenings and Saturdays during tax season
- Duties are completed accurately and delivered with high quality and in a timely manner.
- Ability to work independently and collaboratively in a fast-paced setting while maintaining attention to detail & accuracy, and handle confidential information with discretion.
- Ability to work under pressure in order to meet deadlines and client deliverables.
- Positive, bubbly personality and demonstrates high level professionalism
- Strong analytical skills. The ability to cope with variety and to vary one's pace to the demands of the activities is a requirement in this position.
- Professional with effective written and verbal communication skills, along with strong interpersonal skills to maintain strong working relationships with all staff, clients, vendors, and other stakeholders.
- Proficient computer skills and use of Microsoft 365 apps and able to learn new software’s, equipment and technology
- Valid Driver’s License and reliable transportation.
- High school diploma or equivalent; college degree preferred
This job description is not intended to be all-inclusive. The employee may perform other related duties as needed to meet the ongoing needs of the organization.
Position is full-time, Monday through Friday from 8:30 a.m. to 5 p.m., with additional hours are required during tax seasons to manage additional workload. Seasonal weekend work may also be required, usually near important tax filing deadlines. This is an in-office position only.