Administrative Assistant

Location: Kalispell, Montana   Full Time Permanent 8:30am - 4:30pm Shift

Duties and responsibilities:

• Answer phones

• Manage Sue's calendar

• Manage Sue's email

• Scheduling

• Travel arrangements for Sue

• Entity Management

• Create and Manage Folder system in Office

• Shredding

• Ordering Office Supplies

• Customer Service - build relationships, navigate Canopy (client interface portal), answer questions

• Onboarding new clients support

• Manage the mail

• Manage trademark

• Blogs Calendar

• Coordinate Website Maintenance and online subscriptions

• Manage Time Off Requests

• Celebrations for Birthdays, Anniversaries

• Client Acknowledgement gifts

• Annual Retreat Planning and Coordination

Qualities:

• Accounting Firm Experience a plus

• Confidentiality understood

• Proactive with work flow

• Discerning and not afraid to make a decision

• Critical thinker not afraid to ask questions

• Co-Creator with team

• Integrity

• Responsible

• Welcoming

• Organized

Benefits

• PTO

• Flex Time

• Savings Plan

We are a full service Accounting and Tax Services company. We have been in business in Kalispell MT for over 30 years and in 2022 we opened a second office in Cheyenne WY. We see this position as a key member on our team.

Here is what makes us different:

• We are a small cohesive company where every team member matters.

• We mainly work digitally with each other and our clients.

• We offer flexible scheduling when needed so your life works too.

• Bonuses are available.

• We value education so if you love to learn we are a good fit.

• Our clients are across the country so you will meet amazing people!

If you or someone you know might be a good fit, please consider us!

To Apply please send your resume and cover letter to admin@abundantskiestax.com