Seasonal Administrative Assistant chez KerberRose S.C.

Description

Seasonal Administrative Assistant

Location: Wisconsin Rapids, WI

At KerberRose, we don’t just crunch numbers—we build lasting relationships, deliver innovative financial solutions, and empower businesses and individuals to thrive. As a Top 200 CPA firm, we blend the resources of a mid-sized firm with the personalized service of a local partner. With 13 offices across Wisconsin and a team of over 200 professionals, KerberRose is growing fast—and we’re looking for driven, team-oriented professionals to grow with us. 

Description:

KerberRose is seeking an Administrative Assistant to provide support for our Wisconsin Rapids office.  Under the direct supervision of the Partner in Charge, responsibilities include typing, filing, and scheduling; maintaining financial records; serving as the initial point of contact for client inquiries and payments; coordinating meetings and conferences; managing supplies and direct mailings; and assisting with special projects. This is a seasonal position running from January 1 through April 15, averaging approximately 30 hours per week.

Requirements

Responsibilities:

• Organizes and prioritizes large volumes of calls, information, and mail; drafts written responses and replies by phone or email as needed, and responds to routine requests for information.

• Handles confidential information related to client tax returns with discretion and professionalism.

• Scans, organizes, and maintains electronic copies of tax documents.

• Answers and directs incoming phone calls, takes messages, and handles both routine and non-routine inquiries.

• Prepares, types, and formats business documents including correspondence, memos, charts, tables, graphs, business plans, financial statements, and assembled/e-filed tax returns.

• Proofreads documents for spelling, grammar, and layout to ensure accuracy, clarity, and professionalism in all final materials.

• Works independently and collaboratively on ongoing and special projects; serves as project manager when requested by the Partner in Charge, coordinating presentations, direct mailings, and information distribution.

• Maintains organized client files, monitors and tracks office projects and tax returns, and oversees supply ordering.

• Supports office operations by processing petty cash, submitting accounts payable to the home office, preparing client billing, and recording meeting minutes.

• Ensures the professional appearance of the office, including upkeep of the lobby and common areas.

Requirements:

• Associate’s degree or equivalent experience.

• May be required to work occasional Saturdays during peak tax season.

• Strong attention to detail and organizational skills.

• Ability to plan, prioritize, and manage a varied workload.

• Excellent customer service skills with the ability to deliver a premier client experience.

Culture: 

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Core Values:

• Honesty

• Integrity

• Respect

• Balanced Life

• Community Oriented