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 - FridayWillingness to work overtime especially during crucial tax deadlinesRequired 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 firmExtensive knowledge and experience with Microsoft Word, Excel, and Adobe Acrobat consistent with firm standardsStrong proofreading, with a keen eye to upholding to formatting standardsSignificant attention to detail and follow through skillsMust be client focused and able to address various client needs promptly and professionallyAbility to work on multiple projects, shift priorities as necessary and meet deadlinesAbility to take direction, follow procedures, and ask questionsWork well in a team environment as well as independently with minimal supervisionExcellent organizational and communication skillsMaintain a high level of client confidentialityBenefits
Compensation commensurate with experience. We offer a Comprehensive Benefit Package including Health, Dental, participation in 401K Retirement Plan, and Paid Time Off.
Read LessOffice Coordinator - Part Time - Seasonal
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.
This position is the first point of contact for our clients and guests. Due to the responsibilities of this position, physical presence in the office is required, and remote work options are unavailable.
Responsibilities
Provide general office support for the TeamAnswering and directing incoming callsGreeting and directing clients and visitors with professionalism Mail distributionScanning and copying documentsCoordination and tracking of incoming and outgoing correspondenceLunch ordering / kitchen clean upCoordinate conference room calendars / clean upBank / post office / other errands as assignedRequest courier servicesOther clerical duties as assignedRequirements
Part Time - Ability to work five hour days Monday through Thursday, either from 9AM to 2PM or 10AM to 3PMRecurring Seasonal - This role will be needed from February 1st through April 15th and September 1st through October 15th each year.2-3 years of related experience preferably in a professional services firmMicrosoft Office Suite proficiency experience including Word, Excel, Adobe consistent with firm standardsSignificant attention to detail and follow through skillsMust be client focused and able to address various client needs promptly and professionallyAbility to work on multiple projects, shift priorities as necessary and meet deadlinesWork well in team environment as well as independently with minimal supervisionExcellent organization and communication skills Reliable and positive attitudeMaintain a high level of client confidentiality Read Less