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Walz Group is a cohesive team of financial professionals and business experts in the Lancaster, PA area who passionately advance our clients’ financial and organizational goals. Within our CPA firm, we adopt the philosophy of Ultimate Accountability, our promise to deliver tailored, personal, and expert services to our clients on every job, every time. We provide our clients with the best knowledge base, the highest degree of personalized support, and a full breadth of expertise in accounting, auditing, tax, and business management services. Currently we are looking for a people-focused administrative professional to join our team as a Full-Time Administrative Assistant/Receptionist. In this role you will provide administrative support for the daily operational functions of the firm, while working with our clients and members of the public in person and on the phone. This job is a full-time role, the flexibility to work additional hours as needed during the tax season (February – April 15) including one to two Saturday mornings a month.
Job Responsibility:
Letter and financial statement preparation
Assist with monthly billing
Assist with processing tax returns
Maintaining our digital filing system
Maintaining our client database
Greeting and welcoming clients
Answering and distributing incoming calls
Receiving and sorting mail
Other administrative and clerical support as needed
Requirements:
Minimum of five years’ professional administrative experience in an office environment
Attention to detail and solid organization skills
Good time management skills and ability to prioritize
Ability to work under pressure
Strong verbal and written communication skills
Familiarity with Microsoft Office Suite of software, most notably Outlook, Word, and Excel
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