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