Donovan CPAs, one of Indiana’s Best Places to Work in 2024, is adding to its team, and we need you! Come see what sets Donovan CPAs apart from other firms:

A culture where every voice matters
Opportunities for advancement
Flexible work arrangements
Challenging, meaningful work
The ability to make an impact on the lives of our clients
Firm-sponsored community involvement

Job Responsibilities

Client Communication: Serve as the first point of contact for clients, managing phone calls, emails, and in-person inquiries with professionalism and courtesy. Responds to client requests for additional documents to be emailed, sent via the portal, faxed or mailed in a timely manner
Scheduling: Manage calendars, schedule appointments, and coordinate meetings for staff, including arranging travel and accommodations as needed.
Data Entry: Accurately input and update client information, billing records, and other relevant data into firm databases.
Office Coordination: Order office supplies, manage inventory, and ensure the office environment is clean, organized, and welcoming.
Support to Accounting Team: Assist with the preparation of financial statements, tax returns, and other client deliverables. This may include gathering and organizing financial data, scanning, and filing documents. Serves as client information delivery and receipt point, including presenting tax forms and obtaining signatures as necessary
Event Planning: Assist in organizing firm events, training sessions, and client meetings.
Confidentiality: Handle sensitive information with discretion and maintain client confidentiality at all times.

Key Success Factors

Quality of work output (on-time and accurate delivery)
Extreme attention to detail and accuracy
Co-operative team player
Ability to apply skills learned in one client setting to similar situations with other clients
Ability to work well under pressure and meet deadlines.
Client-centric approach to all matters - positive telephone, email and other communication skills as contact with clients and others will be extensive and ongoing.

Qualifications

High school diploma or equivalent required; associate degree or higher preferred.
Proven experience as an administrative assistant or in a similar role, preferably within a public accounting firm or a professional services environment.

Wolfe and Associates is assisting Donovan CPA’s in their search for an Administrative Assistant. This is a full time position in either their downtown Indianapolis or Avon, IN location.

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