Our locally owned CPA firm is growing organically and through acquisition and we need help serving our wonderful clients. With over 1300 clients and two locations we have the coziness of a small firm but offer the opportunity and environment of a modern firm. Enjoy our brand new office in trendy Northampton, while using the best technology money can buy to serve your favorite locally owned business or individual take control of their money so they can live better. We do this by offering advisory, tax, accounting and coaching to our clients, developing lasting relationships through thick and thin. We are dedicated to living and serving those in our hometowns, being loyal teammates and serious about our careers.
This is a full time position that reports to our Executive Assistant and is based in our Northampton, Mass location. Office hours are Monday-Friday 8:30-5:00 and requires in office presence.
The mission of the Administrative Customer Service Assistant is to provide stellar customer service to our clients and be a jack of all trades helping our team. We want someone who loves people, is super organized, patient, and an excellent communicator in all fashions. Someone who understands that the quality of their work is a demonstration of how much they care, so they show up each and every time.
There is plenty of variety and room for growth in this position as tasks assigned can vary from week to week based on the team’s needs and the needs of the business. The most important responsibility of the Junior Accountant is to ensure that projects are completed with a high level of efficiency, confidentiality, accuracy, flexibility, and positivity in order to support the initiatives of the team and our clients. If you can do that, there’s no limit what you can do here!
- Assist clients coming into the office
- Answer phones
- Process mail (in and outgoing)
- Organize data received
- Process tax returns and other client deliverables
- Workflow/project tracking
- Setup new clients in firm database
- Assist with getting data from clients
- Light bookkeeping & payroll
- Prepare bulk mailings
- Assist clients with our online portal technology
Knowledge: The Administrative Customer Service Assistant will have a high attention to detail and accuracy, using their existing administrative experience to provide informed and responsive customer service and administrative support.
Quality Communication: The Administrative Customer Service Assistant must be an excellent communicator, in both written and oral form. This includes proficiency in spelling, grammar, and punctuation. You must also be able to track communication (and be very responsive) across multiple channels without losing any details. Must have the ability to keep track of the status of multiple open jobs and follow-up in a respectful, appropriate manner keeping the job moving along.
High Level of Discretion: Since our Administrative Customer Service Assistant will regularly work with confidential information, discretion and sensitivity is a must. Team Player: In addition to working directly with the team, they will also work with our clients. They’ll need to be able to collaborate and communicate well with everyone, maintaining a can-do spirit and not complaining, making excuses or gossiping. We need you to portray confidence when working with our clients.
Anticipating Needs: As a part of our commitment to enabling our team to serve our company and clients at the top of their game, our Administrative Customer Service Assistant will strive to anticipate needs and eliminate friction whenever possible. This means you know how to stay five steps ahead of your team, clearing the path for them to make their greatest contribution.
Affinity for Technology: Our Administrative Customer Service Assistant will be technologically savvy and not intimidated by learning new technology. We have the best accounting software money can buy in a fully virtual setup and seek at all times to enhance our technology. Proficiency in the following tech platforms is ideal: Google Suite, Microsoft Office Suite, tele-conference software. Experience in Quickbooks is helpful but not necessary.
Education: Degree not necessary, Communications degree a plus
Experience: must have administrative and customer service experience in a professional service setting
Job Type: Full time hourly position. We offer full benefits including, health, IRA with 3% match, LT disability, life insurance and generous PTO.
Start Date: immediate
To apply, please submit the following via email to firstname.lastname@example.org:
- Cover letter and PDF of your resume
- Tell us why serving people matters to you
- Standouts will record a short video telling us whatever you think makes you the ONE!
OnaWay, LLC is a local, woman owned business.
Covid Policies: our office follows strict covid precautions including limiting client areas outside of team space, sneeze guard barriers, sanitizing policies, mask wearing and amble spaced work zones far beyond necessary state protocols.