AnderKobes CPA, Inc is looking for an experienced Office Manager to join our team. Below is information about our Firm and the Job Description.
We are counting on your success… Isnt that a novel idea? At AnderKobes CPA, Inc, we work hard to help you achieve your goals and aspirations because we know that our success only comes when you find yours. We are not some huge corporation looking to capitalize on you “joining our fast paced team” and we work you into the ground. That has been proven time and time again that it doesn’t work long term – and that is not something we would want our name on.
Who Are We? We are AnderKobes CPA, Inc – a growing CPA firm based in Castle Rock. Our Founder and CEO has worked for a “big 4” firm for years and found the secret sauce in what works, and what doesn’t, both with the Accountant’s (our co-workers) and Clients and applied those to our Company. Our motto “Counting on your success…” is not only true for our Client’s but just as importantly for our Accountants as well.
To accomplish our goals we invest in people, cutting edge technologies, and education. To get your job done to the best of your ability, you must be supported by fantastic software and people to help you get there – and have the know-how on how to do it.
A Little History about us: AnderKobes CPA, Inc has a rich history of about three years. But – its been a whirlwind of a couple of years! Since taking over from the previous owner, we have added hundreds of clients, updated our systems, remodeled our offices and added amazing software packages to support you.
Whats the perks? AnderKobes offers 8 paid holidays, Friday's or Monday's off during the summer, Simple IRA, paid vacation, paid sick time, and a culture where you are encouraged to grow, change and succeed. Please ask to see the policies associated with these benefits for further information and how they work.
JOB DESCRIPTION
Our busy, client-focused CPA firm needs a reliable, well-organized Office Manager to handle day-to-day operations with a focus on efficiency and project management. The Office Manager is responsible for strategizing and coordinating firm operations that support our professional staff and client base. We are looking for an energetic professional who doesn’t mind wearing multiple hats and is excited about streamlining administrative procedures. The Office Manager is a valued member of the firm’s team and works closely with the Owner and Managers on a daily basis.
Responsibilities & Duties
Maintain positive office atmosphere through leadership and communication.
Interact and problem solve with partners, staff, clients, and prospects.
Administration – Develop organizational procedures and systems for firm administration, including maintaining records, document management (physical and electronic), office equipment, and supplies and maintain those procedures and systems.
Provide excellent Client support, through phone, in person and internet. Welcome Clients when showing for meetings, ensure they have what they need and follow through with items needed after they have left.
Help putting together deliverables for presentation to our Clients.
Ensuring Client Privacy and Identity protection are top of mind at all times.
Ensure monthly billing occurs and follow up on past due receivables.
Present deliverables to Clients in person and via our Portal system, providing amazing Client Service in whatever method the Client chooses to get their tax return, accounting or other items.
Provide amazing Client Communications through our email blast system, and ensure that questions are answered or followed up on.
Answer the phone system, ensuring Clients get to the desired Accountant, follow up on voice mails and emails or other forms of communication received.
Accounting – Perform bookkeeping duties such as accounts payable and accounts receivable.
Maintain time and billing system.
Review semi-monthly payroll.
Coordinate benefits enrollment, new employee onboarding, background checks, recruiting support, and exit interviews.
IT – Act as the liaison between our outsourced IT provider and our internal team to ensure our firm’s technology needs are met, our systems are secure, and our professionals can work as efficiently as possible.
Marketing – Work with our sales staff to ensure they have the marketing assets needed and support necessary for them to achieve sales goals.
Assist our Ownership team with various tasks, including email screening, setting up appointments, etc.
“Think outside the box” in how to improve on current Client offerings or office systems and the implementation thereof.
Qualifications & Skills
Comfort with a fast-paced environment
Strong organizational skills, ability to juggle multiple tasks and priorities
Excellent written and verbal communication skills
Advanced computer skills, comfortable with new technology
Proficiency in Microsoft Office suite
EOE