Office Assistant

Company Description

We are a family-minded business based on a culture of partnership and dedication. Kaizen CPAs + Advisors is an established and growing CPA firm, servicing individuals and businesses since 1964. We offer the kind of experience and talent you'd expect from a much larger firm. We ensure each client benefits from the expertise of our entire firm. Each of our clients has not only an accountant working with them, but a team of people striving to help them with the success of their business.

Job Description

In the words of author Dale Carnegie, "Remember that a person's name is to that person the sweetest and most important sound in any language."  As the face of the firm, it is imperative to remember our clients’ names and faces and to maintain a positive, pleasant, welcoming, and friendly demeanor, in person, as well as on the phone.  The Office Assistant provides administrative support to others in the firm to ensure effective and efficient office operations. The key to success in this position is to anticipate the needs of others throughout the firm and the needs of our clients. Among other duties, you will maintain office supplies, receive and distribute communications, schedule necessary property maintenance, head many internal communications/announcements, and assume firm party planning. The Office Assistant will identify areas for enhancements that will bring efficiency to other members of the team and overall will provide value to the client. To do this, it is essential to understand the varied departments and positions throughout the firm. You will work with the owner, managers, assistant managers, bookkeepers and members of payroll, financial services, IT, marketing and sales. Building a good rapport with clients and co-workers is essential. You will gain proficiency in many software programs, including Outlook, Excel, Word, Access and a suite of tax programs. You must efficiently manage time pressures due to various tasks and deadlines in order to be successful in achieving firm goals.  You will need to demonstrate integrity, honesty, dependability, enthusiasm, organization and professionalism daily in this position, as well as hold true to the firm’s vision and values.

Qualifications

• Flexibility and the ability to prioritize new tasks as they come in
• Excellent interpersonal communication
• Effective time management skills
• Prior customer service experience preferred 
• Must be tech savvy 
• Ability to maintain calendars and schedule appointments.
• Ability to understand and follow specific instructions and procedures.

Additional Information

Scheduling from May - January is flexible and part time, February - April will be a full time schedule. During tax season (February to mid-April) the office assistant's duties are more significant; therefore, we do not take vacations during this time frame.

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.