Admin Specialist (with 5 yrs's exp with acct or law office)

Our growing team at Wendroff & Associates Certified Public Accounting firm located in Arlington, VA is looking for a cheerful, motivated, and enthusiastic Office Manager to join our firm.

This is a full-time salaried position that offers comprehensive benefits and a great working environment. If you are the person for this position, you must possess the understanding of the social, technical, and organizational skills required to work effectively with a wide range of client and staff needs. Our perfect candidate selection must be extremely detail-oriented, and capable of staying calm and maintaining a sense of humor in the most stressful of times. The candidate must additionally be available during tax season from February – April 15th to work extra hours as needed.

The position responsibilities include but are not limited to all aspects of accounts receivable and assisting with a wide range of administrative duties and client support.

KEY RESPONSIBILITIES:

Implement the Firm's policies and procedures accurately and constructively as directed

Handle all aspects of accounts receivable (including billing, collections, and deposits)

Pay vendor bill, analyze budgeted expenses and vendor management

Track and report billed time including analysis and realization

Packaging of prepared tax returns to send to clients in both emailed and paper formats

Preparation and mailing of paper tax returns for client signature with all applicable attachments

Assist with greeting clients and tend to their appointment/refreshment & document needs

Provide excellent customer service to all potential/current clients and vendors

Provide staff assistance as needed including assistance with answering the phones and client inquiries

Recognize, sort, and scan tax documents to create tax organizers used for the accountant preparation of income tax returns

Retrieve client files from our secure portal as needed

Placement of scanned tax organizers into Document Management software

New client tax organizer intake and tracking

Mail delivery of tax organizers to clients and maintenance of mail tracking

Manage office equipment and request for services as needed

Will utilize Pro-Series tax software, Last Pass, Slack, QuickBooks, XCM, Highrise CRM software, Outlook, Excel, Word, WordPress, Google Docs, Adobe along with others

Assist with mass emailing campaigns as requested

Must be Tech Savvy

Assist marketing team writing the blog and social media posts, website edits, in person and online event planning and research as needed

SALARY & BENEFITS:

$55,000 to $65,000 Per year Full-time salary (depending on experience) – 40 hours per week with extra hours required from February – April 15th

3 weeks paid leave time

Discretionary annual bonus and growth driven after-tax season bonus

Medical, dental and vision insurance

401k with employer contribution

Annual retreat, holiday, birthday & after tax-season parties

REQUIRED WORK EXPERIENCE:

5+ years of experience in an accounting, medical, or law office

4+ years of experience in customer/client services which must have included answering client calls, fielding client questions, and inquiries

REQUIRED BEHAVIORAL TRAITS:

High performing individual with a great attitude and a “get-it-done” mentality

Ability to maintain confidentiality and professionalism

Ability to interact well with colleagues, managers and all external contacts

Ability to accept constructive criticism with grace and not make the same mistakes repetitively

Ability to perform multiple, detail-oriented tasks with simultaneous deadlines

Critical thinker and problem solver

MUST be capable of maintaining calm and poised under pressure

Must have great attention to detail while working efficiently

REQUIRED SKILLS:

An understanding of basic math/accounting concepts

Excellent computer skills including experience with Microsoft Windows, (advanced Excel, Word, Outlook, Powerpoint), internet functionality and other related computer applications, telephones and smartphones

Excellent grammar & communication skills

Business aptitude

Technically savvy

Self-starter

Attention to detail

Organizational and customer service skills

Project management ability

Team player

Must have transportation and driver’s license

EDUCATION REQUIREMENTS:

Associates or Bachelor’s in business administration

5 + years of accounting and QuickBooks knowledge

5 + years as Administrative Assistant or Office Manager desired

QuickBooks online or desktop certification a plus

Wendroff & Associates is proud to be an equal opportunity employer. All qualified applicants will receive

consideration for employment without regard to race, color, religion, gender, gender identity or

expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Please provide a cover letter, when applying for the position.