Campus Pride Jobs

Streamlined Services, PC, a professional tax and accounting office, is seeking a full time Executive Secretary. As a Streamlined Services employee, you will be a part of a small, friendly, talented team who provides an exceptional service and client experience. The work environment revolves around team collaboration and encourages individual and professional growth. We believe in giving our employees tools, resources, and opportunities to learn and grow. Joining our team gives you the opportunity to both mentor professionals newer to the industry and learn from professionals with decades of experience. Individuals who thrive at Streamlined Services exhibit the following characteristics and skills: Critical Thinker, Problem Solver, Communication, Collaboration, Self-Motivated, Results Oriented, Trustworthy, Effective Time Management and Friendly with a wide variety of people. Summary of Responsibilities: You will work cooperatively with clients and the President with the aim of providing positive client experiences. Your responsibilities can be summarized as front office reception duties, copying/filing, tax return processing, and other clerical tasks. This role handles all administrative duties in the office including the use of multiple software programs including but not limited to: Drake Tax and TaxDome. - GREETING: Welcome clients in a professional and friendly manner while identifying their needs/questions and how you can help meet their needs. - CLEANING: Maintain a tidy and clean reception, waiting area, and break room ? vacuum, sanitize, take out the trash, etc. - SCHEDULING: Schedule appointments. Update and maintain appointment calendar for office personnel. - PHONES: Answer and place phone calls on a multi-line phone system with proper and professional phone etiquette. Take clear messages, answer basic questions, and direct phone calls when necessary. - MAIL: Handle, route, and keep an accurate log of incoming/outgoing mail and packages. Prepare documents, letters, and tax returns for mailing. - BILLING: Create client invoices and collect payment prior to delivery of work product. - BANK DEPOSITS: Prepare checks and cash for daily deposit. (Note: You will not be the one delivering the deposit to the bank.) - COMMUNICATION: Compose client communications such as emails, letters, proposals, agreements, etc. Present tax returns to clients. - OFFICE MANAGEMENT: Maintain office equipment such as printer, copier, scanner, by replacing ink/toner cartridges, troubleshooting malfunctions and arranging for repairs. Maintain office supply inventory by regularly checking stock and placing orders in advance. - DOCUMENT PROCESSING: Keep track of all client documents through prompt scanning and filing to the appropriate locations. Print, copy, and bind client copy tax returns. - ACCOUNTABILITY: Must have the ability to work without immediate and constant supervision. Must be punctual and able to work scheduled hours. Job Qualifications: - Minimum of 5 years of experience as an Executive Secretary in a professional environment. (required) - Ability to read, write, speak and understand English proficiently and type 45 WPM. (required) - Knowledge of proper phone etiquette and business English usage, spelling, grammar, and punctuation. (required) - Strong verbal, organizational and interpersonal skills. (required) - Ability to operate office equipment including a multi-line phone system, copier, printer, fax machine. - Proficiency or experience in programs such as Excel, Word, Quickbooks, Drake Tax and TaxDome. - Computer literate and comfortable in a mostly paperless workplace. - Able to treat all client information as confidential. Hours: Full-time. Monday through Friday 9:00 a.m. - 5:00 p.m. Saturdays during tax season as needed (February - April). Pay: $17.50 - $21.00 per hour depending on qualifications. Equal Opportunity Employer.