Vacancy expired!
This position is responsible for successfully delivering a broad spectrum of support to the CEO and
tax office team in a fast paced, challenging and rewarding environment.
Requirements include:
extensive people, communication, organizational, technical and process skills,
ability to continuously prioritize multiple projects while being tech savvy.
thrive in a collaborative work environment and
possess the tax expertise to add value to clients by continuously improving processes and
procedures.
Essential Job Functions
● Provide administrative support to the CEO in a manner that optimizes efficiency, resources,
and client satisfaction.
● Prepare tax organizers and engagement letters in accordance with firm's policies
and procedures.
● Update client required forms each year with strong attention to detail and free from errors.
● Organizing, scanning/downloading, and filing all tax support and applicable communication
appropriately.
● Scheduling of client appointments, with timely confirmations, reminders, and follow-up.
● Assist in maintaining databases, spreadsheets, client files, etc. to be accurate and current.
● Coordinate with the office to ensure completeness, accuracy, compliance, and timeliness of
workflow processes.
● Coordinate all incoming and outgoing shipments/mail/packages/dropbox documents and
processing, filing and returning in a timely, accurate, and compliant manner (e.g., responsible
cash handling, confidential, safe).
● Communicate with clients regarding the status of their tax returns by answering all incoming
phone calls, voicemails, emails, text messages, and portal communications.
● Call and email clients to request information packets & tax organizers for tax preparation. This
includes requesting any missing information for tax completeness.
● Complete monthly accounting functions including bookkeeping, paying sales tax, filing all
required reports, updating client reports, and filing confirmations accordingly.
● Efficiently manage online secure portal for requesting tax and accounting documents,
uploading tax forms & worksheets to clients, downloading completed tax information from
clients, and timely management of client follow-up.
Brooke M. Pettengill, CPA
brooke@bmp‐cpa.com
www.bmp‐cpa.com
(319) 239‐9903
2
● Manage the e-signature process for completed tax returns by following up with clients
consistently, based on the method of delivery, in order to update the client database, ensure
returns are e-filed upon receipt of final signatures, and file hardcopy signed forms to ensure
compliance.
● Perform other duties as assigned.
● Maintain the highest level of confidentiality and professionalism during work hours and while
representing bmp, CPA during off-hours, in accordance with conflict of interest and nondisclosure
policies.
Qualifications
● Bachelor’s degree in business, accounting, or related field preferred but not required.
● 3+ years of experience in administrative support work, office practices and administrative
procedures. Accounting experience is preferred but not required.
● Technology savvy with the ability and desire to embrace necessary software applications,
improve technology processes, and be efficient and accurate with computer skills.
● Strong proficiency in Microsoft Office Programs (e.g., Word, Outlook, Excel, OneNote), Adobe,
ScanSnap, Gruntworks, website maintenance, WordPress, and the ability to quickly learn and
manage new software and technology.
● Strong written and verbal communication skills, especially by phone and email.
● Superior organizational and follow-through skills with strong attention to details and deadlines.
● Flexibility to change direction frequently between tasks and between different clients.
● Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle
multiple projects while prioritizing, planning, and organizing projects simultaneously.
● Ability to operate with a sense of urgency in a fast-paced environment, with limited time.
● Ability to work independently with limited supervision.
● Open to constructive feedback and on-going self-improvement.
● Flexibility to work additional hours during peak periods of the year, including evening weekend
flexibility.
o “Busy/Tax Season” is from January 20 to May 1 (depending on tax deadline changes),
requiring overtime hours, Saturdays, and more than 40 hours per week, as needed.
o “Off Season” is from May 2 to January 19, with an approximate 32 hours per week and
flexible hours.
Communication and Timeline
Resumes and cover letters for this position will be accepted beginning August 6, 2021 and
ending August 31, 2021 or when position is filled if sooner.
Resumes and cover letters must be sent to brooke@bmp-cpa.com and the subject line must
include ADMINISTRATIVE ASSISTANT POSITION
Vacancy expired!