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            • Administrative Assistant

              Moore Beauston Woodham
              View Business Info
              Job Description
              https://www.fullservicecpa.com/careers?gnk=job&gni=8a78839e974d4c900197647470c03031&lang=en
               
               
              About MBW:
              Moore, Beauston & Woodham is a highly respected full service CPA Firm with locations across South Carolina.  Our tag line, “Knowledge in Num6ers®,” says it all.  We believe in and support a healthy work-life balance for our employees and encourage that balance with a generous Benefit package including health, dental, vision, life insurance, disability, 401(k) match, marketing new clients and new employee referral bonus plans.  Our 30+ year success is driven by our uniquely collaborative and comprehensive set of client services that drives long term client loyalty and success.
               
              Essential Functions:
              • Answering incoming calls and greeting clients in a professional manner 
              • Keeping up-to-date on staff to ensure proper communication to clients
              • Entering and updating of client information in various software
              • Entering daily deposits and processing credit card payments
              • Assembling tax returns in a paper and paperless environment
              • Contacting clients  and conducting client follow-up reminder calls regarding tax documents and authorization forms
              • Preparing and tracking client engagement letters
              • Electronic delivery, downloading and uploading of client information
              • Scanning
              • Maintaining office supplies to include stocking, inventory and ordering of supplies
              • Managing and scheduling conference rooms for client meetings
              • Assist in identifying and implementing process improvements to enhance efficiency and prevent potential bottlenecks
              • Performing various other administrative tasks for the office as required
               
              Qualifications: 
              • Strong organizational and time management skills
              • Professional demeanor and strong communication skills, both written and oral
              • Self-Starter: Take initiative and anticipate needs
              • Must be comfortable interacting with professionals at all levels, internally and externally
              • Ability to work independently and as part of a team
              • Ability to work in a fast-paced environment and adapt to changing priorities
              • Strong focus on attention to detail and accuracy
              • Proficiency in Microsoft Office Suite (Word, Outlook, Excel and Teams)
              • Operation of general office equipment (copiers, fax machines, postage machines)
              • Minimum of 5 years experience in administrative support
              • Must be able to lift or move up to 25 pounds
              • Must have a valid drivers license and reliable transportation
               
              Contact Information