Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Assemble printed returns
- Prepare & send out organizers
- Scan, upload, maintain storage & return of client docs
- Prepare mail, FedEx & courier packages
- IRS certified mail/Maintain log
- Greet clients & visitors/monitor front
- Answer phones
- Prepare mail, FedEx & courier packages
- Sort/scan/distribute incoming mail
- Maintain electronic/paper filing systems for client records & office docs
- Assist with scanning of client & firm docs
- Engagement letters/paper extensions/paper returns
- Order busy season meals/set up/clean up
- Input client data, organize/archive client files, assist in prepping tax-related forms/docs
- Monitor email inbox for copy, binding and mailing requests
- Retrieve mail/packages & deliver to receptionist
- Check mail stops & process outgoing mail
- Process FedEx packages
- Take certified mail to post office
- Take mail & FedEx to mailroom
Requirements
- High school diploma
- Strong organizational skills with the ability to prioritize tasks effectively.
- Proficiency in basic computer applications such as MS Office (Word, Excel, Outlook).
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a team in a fast-paced environment.
Ready to Apply?
Join Aprio and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs
More at Aprio
More jobs at Aprio
Is this your company?Claim your listing — free →