The Firm

Bucknam & Conley CPAs is a leading-edge, cloud-based firm focusing on tax and business advisory services for U.S. businesses and their owners. We are headquartered in Saratoga Springs, NY and have the technology and resources to work alongside our clients, no matter where they are located.

We offer an amazing work environment that combines flexibility, camaraderie, and professional growth opportunities while delivering exceptional service to our clients. As a member of our team, you will collaborate with experienced professionals who are passionate about what they do and are always ready to support one another.

Position Summary

The Administrative Assistant is the front-line client interface of our firm and the glue that holds the team together. This position will primarily be responsible for meeting clients when they come to the office, answering phone calls, supporting the tax and accounting professionals with documentation, online file organization and client communication, and providing amazing client service to ensure our clients are receiving the attention they need. This position requires presence in our office daily during normal business hours.

Required Qualifications

Friendly, approachable demeanor
Exceptional computer skills, including Microsoft Office
Comfortable working in paperless environment
Ability to work independently and proactively
Strong time management skills
Detail-oriented
Ability to work calmly and effectively in deadline-driven environment
Organizational skills and multi-tasking capabilities
Excellent spoken and written communication skills
Well-developed professional interpersonal skills
Reliable and punctual
Flexible with changing work requirements and projects
Ability to maintain confidentiality within and outside the organization
College degree or certification preferred

Responsibilities

Greet clients in person and make them feel welcomed
Answer and direct phone calls and emails
Collect and distribute mail
Facilitate client meetings and information gathering
Organize and maintain online filing system
Scan, photocopy and file client and firm documents
Organize and schedule appointments
Assist in preparation of reports
Maintain and update contact lists
Prepare, review and edit client correspondence
Distribute firm newsletter and blogs
Run errands as necessary
Support tax partners in special projects as requested

Benefits

Health Insurance
Dental Insurance
401k
401k Matching
401k Profit Sharing
Paid Time Off
Sick Time
Retirement Plan
Referral Program

Bucknam & Conley CPAs

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Administrative Assistant