Job Overview:
The Fort Collins office of Brock CPAs is seeking a full-time Administrative Professional/Client Coordinator. The ideal candidate will bring a keen attention to detail, a positive attitude, and a willingness to contribute quickly to the team’s success. Flexibility and confidentiality are imperative.
Role and Responsibilities
Client Management Responsibilities
Manage client project management system
Create and manage client lists, update as needed
Manage client billing
Client Tax Responsibilities
Create and share progress reports with the team
Tax return assembly
Tax duties, including:
o Preparation of documents for e-filing
o Collecting client signatures
o Filing documents in e-file and paper processing
o Fax documents to tax authorities if needed
o Prepare sales tax reports if applicable
o Prepare severance tax returns
o Preparation of misc. tax documents as needed
Admin Responsibilities
Greet clients coming into the office
Answer multi-line phone system
Set appointments for multiple staff
Process incoming/outgoing mail
Keep office stocked with office & kitchen supplies
Scan/save PDF files
Partner with Property Management on repair/issues with the office
Coordinate special staff meetings, birthdays, staff meetings, social events, etc.
Qualifications
5+ years of administrative assistant experience; experience in an accounting environment, a plus
Excellent verbal and written communication skills
Able to manage multiple critical projects simultaneously
Ability to work overtime during high-volume periods, January through April, August through October
Required Skills
Proficient in MS Office; Word, Excel, Outlook
Strong data entry skills: accuracy is essential
Bookkeeping proficiency
Preferred Skills
Quickbooks or other accounting software
Prior experience in an accounting/bookkeeping environment
Six Sigma
Adobe Pro
Adobe Sign
About Brock CPAs
Brock CPAs is a top-15 Colorado public accounting and consulting firm with offices in Boulder, Fort Collins, and Westminster.
We provide competitive salaries and a comprehensive benefits package, including health insurance and retirement plans, generous PTO, an ideal work/life balance, learning and development opportunities, and a friendly, professional, and collaborative open-door office environment.
