Administrative Assistant

Job Description

We are a multifaceted CPA firm that provides financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof. 

The Job

We are looking for an Administrative Assistant to add to our dynamic team of professionals at our Sun Valley, Idaho location. This role is essential to keeping daily office operations running smoothly and providing excellent service to our clients. Responsibilities include assisting with client communications, supporting the tax team, maintaining accurate and confidential records, and handling general office and administrative tasks. 

What do we need you to do?

Greet clients and handle inquires both in person and over the phone

Answering multi-line phone system and routing calls to the correct person

Schedule and confirm appointments via phone and email

Manage client files and confidential information with the utmost discretion

Provide administrative support to the office staff and management team

Perform general office duties including photocopying, faxing, mailing, shredding, and filing

Retrieve the mail from the post office daily and running errands

Manage and maintain office supplies inventory

Assist with bookkeeping and payroll duties as needed including the daily deposits

Qualifications for this position:

High school diploma or equivalent required

Proven experience as an administrative assistant or in a similar role

Strong organizational skills with the ability to prioritize tasks efficiently

Excellent communication skills, both written and verbal

Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint)

Ability to handle confidential information with discretion

Detail-oriented with a high level of accuracy in work

Ability to work independently as well as part of a team

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay determined based on experience and education.

Benefits:

401(k) matching

100% Company-Paid Medical/Dental/Vision Insurance

100% Company-Paid Life Insurance

Flexible spending account

Health savings account

Paid Time Off

Schedule:

Monday - Friday

Some overtime may be required