Office Administrator

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Glastonbury, CT, USA

Full Time

About the Role

  • Answering phones, taking messages, answering questions, scheduling meetings using software, fulfilling documentation requests

  • Manage and build strong client relationships/rapport

  • Monitoring our general inbox to ensure that all priority emails are taken care of, ensuring assignment/alert to team members of emails

  • Calling clients for information requests; follow-up requests; and asking questions about the various pending transactions and work product in general

  • Tracking missing documents and other information from clients

  • Scanning, emailing, and mailing finalized products or original information to clients

  • Experience in a public accounting firm

  • Knowledge of latest software; or ability to pick up on useful features in software foreign to you

  • Experience with Microsoft 365 apps (adept Outlook and Excel skills preferred), G Suite apps

  • Bachelor’s degree in business fields

Requirements

Uday K Patel CPA LLC is a progressive and modern firm based in Connecticut and is looking for a Tax Senior to join our team. The firm utilizes leading cloud technology and software platforms to best serve our clients. Our clients conduct business in a variety of industries, such as retail, accommodations, food services, medicine, dentistry, among others. There is major room for growth, as our employee-centric culture allows for team members to handle various non-tax related services, including, but not limited to client tech-stack/financial advisory, software implementation, prospect meetings, etc. Benefits include 15 vacation/sick days (accrues by pay period), and 401(k) (eligible after 12 months of service) with 4% matching.

About the Company

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