Administrative Assistant
CurrentResponsible for managing the front office and front office staff for a busy Accounting Firm working closely with multiple CPAs and support staffEnsures the front office staff is properly trained in standards, policies, and procedures while conducting themselves in a professional manner with all clientele and provides coaching and guidance to ensure maximum efficiency of the officeManages multiple projects concurrently under deadline constraints for many CPAs Ensures the smooth and adequate flow of incoming information to CPAs to facilitate the timely preparation of tax returnsDeveloped, implemented, and maintains administrative procedures and systems devising ways to streamline processes prioritizing daily tax return processing, outsourcing tasks, e-filing, and mail processing. Assists staff performance and prepares daily bank deposits and post checks to Practice ManagementResponsible for e-filing thousands of tax returns and extensions to meet multiple filing deadlines while cross-referencing multiple reports making sure everyone is accounted for Manages new client intake, which includes setting up new clients in all of the systemsHeavy phone call and calendar management for CPAsPoint of contact for all vendors and office maintenance Responsible for all front office management activities