Job description

For more than 70 years, Postlethwaite & Netterville (P&N), APAC has helped businesses and individuals across the country shape clearer paths forward. Our professional accounting and assurance, consulting, tax, and technology services allow clients to streamline and organize operations, comply with changing regulations, and boost business growth with the right technological tools. As Louisiana’s top CPA firm, our rapid growth is continuing. We are looking for leaders to GROW WITH US!

P&N is seeking an Administrative Utility to assist our Audit & Tax teams in a variety of administrative functions! This role would primarily be responsible for answering phones, greeting clients, assisting with scanning and assembly of returns, ordering supplies, and utilizing other Microsoft Office skills for the benefit of the office. This role would require you to come into the Lafayette office. If you consider yourself to be timely, organized, and ready to support an administrative team- apply with us today!

What You'll Need (Minimum Requirements):

• A High School Diploma or GED (Bachelor’s degree is preferred)
• Two (2) years in an administrative or customer service capacity.
• Must be capable of performing at an intermediate level or the ability to quickly learn the Firm’s document management and retention and client service applications/programs (E.G. Pro System FX Document or Engagement, Tax systems e.g. ELF and XCM, SafeSend Returns, SignatureFlow) and or other billing software applications/programs.
• Must have the ability to quickly learn and effectively perform with the Firm’s timekeeping and travel and expense programs (Pro System FX Practice Management, Concur) or other billing software programs.
• Must have excellent interpersonal, written and verbal communication skills. Professionally and appropriately communicate with a diverse group of individuals.
• Must demonstrate a positive attitude and proactive nature.
• Must exhibit a high degree of professionalism and maintain the highest level of confidentiality.
• Must be computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products or similar software applications with an emphasis in Microsoft Excel skills.
• Ability to arrive on time and ready to work at appointed start time.

What You'll Do (Main Responsibilities):

• Provides client service support including, but not limited to, the following activities:
• Greet and assist clients and visitors.
• Answers the phone in a professional manner and effectively communicate/alert other personnel with timely messages.
• Performs financial statement assembly/binding as required.
• Performs tax return assembly duties as required.
• Perform all work in a manner that ensures customer confidentiality.
• Scans and files confirmations
• Provides general office support including, but not limited to, the following activities: ​
• Maintains general offices areas.
• Assignment to the main receptionist desk on an as-needed basis.
• Tracks supplies and completes/submits purchase requests to the Directors as needed.
• As required order, track and coordinate delivery of business cards, name tags/office plates.
• Fills each copier/fax machine with paper and confirms all are in working order on a daily basis.
• Monitors and distributes faxes.
• Maintains kitchen neatness, replenish coffee, if applicable.
• Distributes daily status report.
• Performs administrative functions to support all office staff. These activities include, but are not limited to: ​
• Type, proofread, and prepare reports, correspondence, and related work for the department.
• Coordinating travel, meeting and calendar schedules as needed.
• Compiling and submitting reimbursement requests.
• Entering time into the Practice Management system.
• Copying, faxing, scanning, and filing and other document management services as needed.
• Processing mail and tracking overnight packages.
• Organizing and assisting with meetings as required
• Follows office procedures and pursues best practices.
• Attend training sessions as required.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of the job successfully with or without reasonable accommodations. While performing the duties of this job, the employee is regularly required to talk, hear, and listen. Specific vision abilities required by the job include close vision and the ability to focus. This position spends a significant amount of time sitting and operating a computer. Lifting requirements will not typically exceed 25 pounds.

BENEFITS:

• Work/Life Balance: Paid Time Off, Paid Parental Leave, Paid Holidays, Dress for Your Day policy, Volunteer Opportunities, Fun Team Activities
• Financial Benefits: 401(k) Plan with Matching/Profit Sharing Contribution, Voluntary & Group Life Insurance, Short- and Long-term Disability Insurance, Medical, Dependent Care and Adoption FSA, Competitive Salaries, Employee Referral bonus
• Health & Wellness: Health, Dental and Vision Insurance, Employee Assistance Program, Health Savings Account

Join our team of professionals and take a firm step forward in your career. With an established mentor program and defined career paths for a range of specialties and skill sets, P&N is a place where professionals of all experience levels thrive. Our Lifelong Learning program, combined with technical training opportunities for staff, ensure that this is a place where our employees can grow — and with a rich office culture and a strong commitment to work/life balance, P&N is a place where you'll be happy to do so. To be considered for employment, visit www.pncpa.com/careers, complete an employment application and Explore Your Next Opportunity with P&N.

Postlethwaite & Netterville (P&N), APAC is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.

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