Administrative Assistant

George, Morgan & Sneed, PC is an established accounting firm that provides tax, audit, bookkeeping and payroll services. GMS has served the Weatherford and Parker County area since 1959. We provide “Close Personal Attention” by forming long, lasting relationships with our clients. George, Morgan & Sneed is currently seeking to add an Administrative Assistant to our staff. This is a full-time and permanent role.

Qualifications

  • Proficiency required in Microsoft Office, specifically Outlook & Word
  • Professional appearance, demeanor, and communications, both written and verbal
  • Ability to perform several tasks concurrently with ease and professionalism
  • Strong relationship management skills and the ability to work well in a team environment as well as independently
  • Strong organizational and analytical abilities
  • Must be Punctual and Reliable
  • Positive driven attitude with a willingness to go the extra mile to help clients and office achieve operational success

Responsibilities

  • Assist with greeting clients and visitors as soon as they arrive in the office in a professional and friendly manner
  • Assist clients in person, over the phone or via email
  • Processing client information received via mail, drop off, email or client portal
  • Tax return assembly in a paper and paperless environment
  • Contacting clients regarding pick-ups and conduct follow up reminder calls
  • Assist with new client onboarding process
  • Create, manage and assist clients with online portal
  • Review tax return filing instructions with clients
  • Implementing updates to tax software and letters
  • Scanning and filing necessary documents
  • Various administrative duties specific to a CPA firm This job description does not list all the duties of the job. You may be asked to perform other assignments and duties.

Compensation & Benefits

  • Salary is negotiable based on experience level
  • Paid bonuses
  • Paid vacation, personal time and holidays
  • Health insurance paid 100% for employees after 90 days
  • Simple IRA retirement plan
  • 4 day workweek in the summer
  • Reasonable hours during busy season