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Company Description
For over 50 years, Exler & Company, Inc. has provided a wide range of accounting and financial services to a variety of clients - among them legal, engineering, medical, insurance, real estate, manufacturing, not-for-profit, retail and wholesale concerns. Although no two clients are alike, we approach each project with an eagerness to deliver the expected results in a timely and comprehensive fashion. We are committed to ensuring that our approach brings our clients the best results possible. We also provide financial planning services to our clients through our affiliated firm Exler Wealthcare Advisors, LLC.
Job Description
Applicants for the position should have the following qualifications:
1.) High school diploma or equivalent
2.) 2-5 years of relevant experience
3.) Good organizational skills
4.) Strong interpersonal skills
5.) Ability to work independently and as a team member
6.) Working knowledge of CPA firm practice management software a plus
7.) Proficient with Excel and Word
8.) Experience with Thomson Reuters and QuickBooks software a significant plus
Skills
Primary Job Responsibilities:
Clerical:
1.) Assembly of business and individual income tax returns
2.) Document scanning into digital filing system
3.) Coordination of mail distribution procedures
4.) General word processing and spreadsheet assignments
5.) Preparation of client invoices and related procedures
6.) Corporate website and social media administration
7.) Coordination of account implementation and maintenance for financial planning clients
8.) Telephone operator and receptionist duties
Recordkeeping and Other:
1.) Oversee maintenance and custodial operations
2.) Preparation of bank deposits
3.) Maintenance of accounts payable files
4.) Coordination of electronic filing of tax returns
5.) Interaction with trade vendors as required
6.) Coordination and scheduling of Continuing Professional Education (CPE) courses for professional staff
Compensation and Benefits
We offer a competitive compensation and benefits package to our team members including:
1.) Base compensation commensurate with qualifications and experience
2.) Health insurance
3.) Life insurance
4.) 401k
5.) Business casual dress code
6.) Free parking
Additional Information
Consideration will be given to candidates who prefer a flexible work schedule
Please email cover letter, resume and other relevant information in Microsoft Word or PDF format only
All applicants must complete a pre-employment assessment by clicking here
Applicants who do not complete the pre-employment assessment will not be considered
No phone calls please
Local candidates only, no relocation (Greater Pittsburgh Area)
No third party applications
