Applicants for the position should have the following qualifications:
1.) High school diploma or equivalent 2.) 2-5 years of relevant experience 3.) Good organizational skills 4.) Strong interpersonal skills 5.) Ability to work independently and as a team member 6.) Working knowledge of CPA firm practice management software a plus 7.) Proficient with Excel and Word 8.) Experience with Thomson Reuters and QuickBooks software a significant plus
Primary Job Responsibilities:
Clerical: 1.) Assembly of business and individual income tax returns 2.) Document scanning into digital filing system 3.) Coordination of mail distribution procedures 4.) General word processing and spreadsheet assignments 5.) Preparation of client invoices and related procedures 6.) Corporate website and social media administration 7.) Coordination of account implementation and maintenance for financial planning clients 8.) Telephone operator and receptionist duties
Recordkeeping and Other: 1.) Oversee maintenance and custodial operations 2.) Preparation of bank deposits 3.) Maintenance of accounts payable files 4.) Coordination of electronic filing of tax returns 5.) Interaction with trade vendors as required 6.) Coordination and scheduling of Continuing Professional Education (CPE) courses for professional staff
Compensation and Benefits We offer a competitive compensation and benefits package to our team members including: 1.) Base compensation commensurate with qualifications and experience 2.) Health insurance 3.) Life insurance 4.) 401k 5.) Business casual dress code 6.) Free parking
Please send a resume & cover letter to Andrew Exler at firstname.lastname@example.org
*Investment advisory services offered through 1st Global Advisors, Inc.
*Securities offered through 1st Global Capital Corp., Member FINRA / SIPC
*Insurance services offered through 1st Global Insurance Services, Inc.
*Mark R. Exler, CPA, PFS is licensed to offer securities in the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, New York, Ohio, Pennsylvania, Virginia and Washington