Job Description
Job Description
CLASSIFICATION: Full time, exempt
REPORTS TO: Partners
Work location: Hollywood, Florida office, on-site.
Primary purpose of job: to perform general office managerial, executive administrative duties and provide support to partners and other personnel as required.
Applicant must have a minimum of seven years of solid experience (including supervisory experience) in a professional office setting, and must be highly proficient in Microsoft Office (Outlook, Word (advanced proficiency), and PowerPoint). Applicant must be punctual, self-motivated and have a strong work ethic.
Other requirements include:
- Excellent oral and written communication skills.
- Excellent interpersonal skills.
- Excellent phone presence: professional and upbeat.
- Team player.
- Ability to work independently.
- Ability to exercise independent judgment.
- Ability to prioritize.
- Excellent organizational skills.
- Advanced proficiency in Word.
- Experience with Excel and other spreadsheet application.
- Ability to multi-task.
Reports to two partners but may perform duties for others within the firm.
Supervises administrative personnel.
Duties include, but are not limited to:
- Preparing proposals, engagement letters, financial statements and other "end results" reporting documents using Word and Excel, as deemed necessary.
- Preparing other client-related reports.
- Assisting in packaging of client tax folders and filing tax documents.
- Assisting in the hiring of other administrative personnel.
- Updating and developing office policies and procedures.
- Updating and keeping abreast of firm social media.
- Preparing/composing outgoing correspondence to clients, vendors, and others.
- Scheduling and confirming appointments for the partners.
- Updating partners’ calendars and contacts.
- Daily upkeep of partners’ offices.
- Assisting with billing.
- General office duties such as filing, ordering supplies, purchase supplies locally, assisting with answering phone, opening and closing office.
- Preparing bank deposits.
- Balancing and replenishing the petty cash.
- Overseeing and assisting with general upkeep, cleanliness and organization of office and grounds.
- Contacting vendors and service providers for quotes and working with the chosen vendor/service provider to ensure the firm is receiving the services and level of service expected.
- Preparing outgoing mail & packages and assisting in logging incoming/outgoing mail.
- Updating & monitoring the equipment logs.
- Renewing professional memberships.
- Applying for and renewing business certifications.
- Liaison between office personnel and IT professional to ensure equipment and software are in proper working order, assisting IT company in troubleshooting problems.
- Additional duties in absence of other administrative personnel.
Salary is commensurate with experience.
Company DescriptionS. Davis & Associates, P.A. (SDA), in business for over 25 years, is a full service certified public accounting & consulting firm. We provide accounting, bookkeeping, tax, audit, business consulting & staff augmentation services. We pride ourselves in employee longevity.
Company Description
S. Davis & Associates, P.A. (SDA), in business for over 25 years, is a full service certified public accounting & consulting firm. We provide accounting, bookkeeping, tax, audit, business consulting & staff augmentation services. We pride ourselves in employee longevity.