Administrative Assistant

Description

At KerberRose, we don’t just crunch numbers—we build lasting relationships, deliver innovative financial solutions, and empower businesses and individuals to thrive. As a Top 200 CPA firm, we blend the resources of a mid-sized firm with the personalized service of a local partner. With 13 offices across Wisconsin and a team o f over 200 professionals, KerberRose is growing fast—and we’re looking for driven, team-oriented professionals to grow with us. 

KerberRose is seeking an Administrative Assistant to provide support for our Oshkosh office.  Under the direct supervision of the Partner in Charge, responsibilities include typing, filing, and scheduling; maintaining financial records; serving as the initial point of contact for client inquiries and payments; coordinating meetings and conferences; managing supplies and direct mailings; and assisting with special projects. This position will require 35 to 40 hours a week running from January 1 through April 15, and 15 to 20 hours a week the remainder of the year.

Responsibilities:

• Organizes and prioritizes large volumes of calls, information, and mail; drafts written responses and replies by phone or email as needed, and responds to routine requests for information.

• Greet clients professionally, ensuring they feel welcomed and attended to promptly.

• Handles confidential information related to client tax returns with discretion and professionalism.

• Scans, organizes, and maintains electronic copies of tax documents.

• Answers and directs incoming phone calls, takes messages, and handles both routine and non-routine inquiries.

• Prepares, types, and formats business documents including correspondence, memos, charts, tables, graphs, business plans, financial statements, and assembled/e-filed tax returns.

• Proofreads documents for spelling, grammar, and layout to ensure accuracy, clarity, and professionalism in all final materials.

• Works independently and collaboratively on ongoing and special projects; serves as project manager when requested by the Partner in Charge, coordinating presentations, direct mailings, and information distribution.

• Maintains organized client files, monitors and tracks office projects and tax returns, and oversees supply ordering.

• Supports office operations by processing petty cash, submitting accounts payable to the home office, preparing client billing, and recording meeting minutes.

• Ensures the professional appearance of the office, including upkeep of the lobby and common areas.

Requirements

• Associate’s degree or equivalent experience.

• May be required to work occasional Saturdays during peak tax season.

• Strong attention to detail and organizational skills.

• Ability to plan, prioritize, and manage a varied workload.

• Excellent customer service skills with the ability to deliver a premier client experience.

Culture: 

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Core Values:

• Honesty

• Integrity

• Respect

• Balanced Life

• Community Oriented

Benefits:

• Mentorship and Talent Development Program Opportunities

• Continuing Professional Education

• Paid Time Off and Holidays

• Employer Matching 401(K) & Profit Sharing Plan

• Financial incentive for CPA and Enrolled Agent designations

• Health, Dental, Vision, and Life Insurance

• Flex Spending Account/Section 125 Plan

• Health Care Reimbursement Account

• Short-Term and Long-Term Disability

• Wellness Reimbursement and Programs

• Student Loan Repayment Program

• Business Development Incentives