Administrative Assistant chez Meadows Urquhart LLP

Meadows Urquhart is a top local CPA firm with a diverse client base. Meadows Urquhart takes pride in being a different kind of accounting firm. Our founding partners had a simple yet profound vision of a firm known for its supportive workplace culture. We knew that by creating a positive environment for our team and bringing a personal touch to client relationships, we would build genuine, long-lasting partnerships with our clients.

Founded in 2004, Meadows Urquhart is a fast-growing CPA firm of about 45 employees. We provide tax, assurance, and consulting services to many industries including real estate, construction, financial services, high net worth individuals and entrepreneurial services.  We work with clients who value consultative relationships and want to reach their potential.  Our “In Your Shoes” process allows us to understand the issues that business owners face, and the roadblocks that are preventing them from achieving their goals.

The Administrative Assistant performs administrative support tasks for Partners/Managers. The primary role of this position is being a team player in a high end client environment, processing of tax returns, electronic filing, client communication including follow-up and tracking while adhering to tight tax deadlines in compliance with firm and industry standards. Other duties include finalization of various letters and correspondence, accounts receivable and billing, as well as other duties assigned. This position also performs as a backup for the Receptionist fielding phone calls, receiving and directing visitors and scheduling meetings.

Requirements

• Full Time In Person 8:00 a.m. - 5:00 p.m. Monday - Friday
• Willingness to work overtime especially during crucial tax deadlines
• Required to work 1/2 day Saturdays during our busy seasons (March/April and September/October)
• 3-5 years of related experience in an Administrative role required, preferably in a financial or professional services firm
• Extensive knowledge and experience with Microsoft Word, Excel, and Adobe Acrobat consistent with firm standards
• Strong proofreading, with a keen eye to upholding to formatting standards
• Significant attention to detail and follow through skills
• Must be client focused and able to address various client needs promptly and professionally
• Ability to work on multiple projects, shift priorities as necessary and meet deadlines
• Ability to take direction, follow procedures, and ask questions
• Work well in a team environment as well as independently with minimal supervision
• Excellent organizational and communication skills
• Maintain a high level of client confidentiality

Benefits

Compensation commensurate with experience. We offer a Comprehensive Benefit Package including Health, Dental, participation in 401K Retirement Plan, and Paid Time Off.