Administrative Assistant/Client Specialist Job in Great Barrington

One Position Available: Great Barrington

Salary: $20-$23/hr

Schedule:  Mon-Fri 9a-4p or 8:30a-3:30p (35 hrs) and Required Overtime during tax season

Position Type: Direct Placement

TEC is recruiting for a Berkshire County accounting firm in GB. This position is for a self-motivated individual that excels with client service. The position will also provide administrative support by handling a variety of general office and tax filing season duties (does not include tax preparation). These positions are part of the administrative team, working closely with clients, partners, firm administrator, and professional team to develop and sustain excellent client experiences.

Primary Responsibilities:

• Assist clients in person, via phone, and email
• Scan and file documents using our technology tools
• Maintain critical client & project data for the team
• Client document management
• Record and maintain client accounts receivable & bank deposits transactions
• Assist Partners and Firm Administrator with various projects; keep them informed of issues that may jeopardize the achievement of objectives

Seasonal Functions:

• Assemble tax returns & 1099 Forms
• Scanning of tax documents
• Contact clients, track and assist with document signing

Qualifications:

• High school diploma plus one to three years related experience
• Possess a strong technology skillset which includes web-based software
• Ability to work in a fast-paced environment
• Be comfortable communicating with people daily
• Be organized, accurate, and responsible
• Respect deadlines

Benefits:

• Comprehensive health benefits including contributions to your HSA plan
• 401k with company match
• Life, Disability & Dental policies
• A generous bonus program for all employees
• Vacation, sick leave, and other opportunities for paid time off
• Comprehensive training program