Administrative Assistant

Position Summary: 

The Administrative Assistant position provides essential support to ensure smooth operations at Menke & Company. This role involves assisting with billing processes, coordinating appointments, maintaining accurate records, and scanning documents.

Responsibilities and Contributions:

• Process regular billing for clients
• Prepare and send Practice Forward billing and proposals
• Distribute billing analysis reports to team members
• Prepare tax appointment folders to ensure they are ready before scheduled tax appointments
• Schedule and manage team member client appointments as needed to ensure no scheduling conflicts
• Update audit budgets weekly
• Reconcile tax drop-off drawer during tax season
• Scan incoming source documents from clients
• Order tax handbooks
• Perform data entry in the firm’s practice management system
• Assist other team members in preparing and assembling client documents for distribution
• Provide backup to other administrative team members as needed, including occasional backup for our front desk personnel and answering the firm’s main phone line
• Participate in administrative team meetings and contribute to ongoing process improvement
• Perform other administrative duties and tasks as needed
• Manage personal workload effectively and ask questions of team members if uncertain of prioritization
• Demonstrate good written and verbal communication skills both internally with team members and externally with clients and vendors
• Demonstrate willingness to learn firm software and become proficient using them
• Demonstrate basic knowledge of Microsoft Office, Adobe, Onvio and any other software used by the firm
• Adhere to firm policies and procedures
• Demonstrate a team-oriented attitude
• Demonstrate an inquisitive attitude and ask questions when necessary
• Maintain a high level of accuracy and attention to detail in all tasks
• Participate in firm training and mentoring events
• Demonstrate confidentiality as it pertains to client and firm information

Qualifications:

• 2-4 years of relevant work experience, experience at a CPA or professional services firm preferred
• Proficiency with Microsoft Office Suite and Adobe
• Experience with data entry into a practice management system preferred
• Excellent organization and project management skills
• Ability to work in-person in our Burlington office Monday through Friday, with Saturdays and overtime required during peak seasons (typically          early February – April 15^th)
• High school diploma or equivalent (college degree a plus)