Administrative Assistant

Description

About KerberRose

KerberRose is a trusted advisor for accounting, tax, and business services across Wisconsin. Rooted in our people first philosophy, we are committed to delivering exceptional service and building meaningful relationships—with each other, our clients, and our communities.

Description

Under the direct supervision of the Partner in Charge, this position provides administrative support for the office. In addition to typing, filing and scheduling, includes responsibilities such as financial recordkeeping, serving as the initial point of contact for client inquiries and payments, coordinating meetings and conferences, obtaining supplies, coordinating direct mailings, and working on special projects.

The Administrative Assistant will be responsible for, but not limited to, the following.

Responsibilities:

• Organizes and prioritizes large volumes of information and calls.
• Sorts and distributes mail. Drafts written responses or replies by phone or email when necessary. Responds to regularly occurring requests for information.
• Answers incoming phone calls. Takes messages or handles routine and non-routine questions.
• Works independently and within a team on special nonrecurring and ongoing projects. Acts as project manager for special projects, at the request of the partner in charge, which may include planning and coordinating multiple presentations, disseminating information, coordinating direct mailings.
• Types and designs general correspondence, memos, charts, tables, graphs, business plans, etc.
• Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for the accuracy and clarity of the final copy.
• Assembles and e-files tax returns. Assembles financial statements.
• Responsible for the appearance of the office from front to back, including lobby clean-up.
• Maintains client files. Oversees supply ordering for office. Serves as the coordinator of office projects and client tax returns.
• Manages petty cash, submits accounts payable to the home office, processes client meetings, and manages meeting minutes.

Requirements

• Attention to detail
• Ability to plan, prioritize, and organize a diversified workload
• Advanced customer service skills to provide a premier experience to clients of KerberRose
• As a team member of KerberRose, you will be provided formal training, and one-on-one interaction with leaders of the firm to give you access to industry expertise and the opportunity to be mentored, formally and informally, on a daily basis. As a result of our entrepreneurial atmosphere and management philosophy, team members are given frequent opportunities for achievement and recognition.

KerberRose offers an atmosphere of professionalism marked by a personal touch. Our culture is driven by our core values.

• Commitment to Excellence – We have set high standards to provide our clients with exceptional service
• Teamwork – We provide an open environment that thrives on working together at all levels to successfully share unique ideas and best practices
• Personal Enrichment – We aspire to enrich our team members' personal lives through our welcoming atmosphere and continued focus on work/life satisfaction
• Integrity – We are committed to the highest level of integrity and act ethically in every aspect of our business
• Opportunities – We are dedicated to providing distinct opportunities to support our team members in achieving their highest potential
• Social Responsibility – We focus on giving back to the communities through our time, resources and talents.

Our employees are our most valuable assets and we want you to make a career with KerberRose. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:

• Student Loan Paydown Benefits
• Health, Dental, and Vision Insurance
• Flex Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Life Insurance
• Wellness Programs
• Gym Membership reimbursement
• Employer Matching 401(k)/Profit Sharing Plan

We also provide you with:

• Paid Time Off
• Paid Holidays
• Continuing Professional Education
• Financial incentive and exam fees reimbursed for passing the CPA Exam
• Marketing Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 300 firms.