Office Administrator - Cleveland, OH

About Us

Our mission is to provide personalized, high-quality services tailored to the clients unique situations. Our team of experienced professionals is committed to helping clients navigate the complexities of taxes and finance, ensuring their goals are met with integrity and expertise. Since our founding in , we have expanded to four offices across Ohio, North Carolina, and South Carolina. Our comprehensive range of services and unwavering commitment to professionalism provide clients with reliable support and resources at every step.

Job Summary

We are seeking a dependable and organized Office Administrator to manage daily administrative operations and support our tax and accounting team. The Office Administrator's role will include working closely with our team by handling clients, clerical duties, and product assembly which includes processing tax returns and financial statements. This person is to reside in our Broadview Heights, Ohio office; remote work is not available. Occasional overtime may be necessary to meet deadlines during busy season.

Essential Duties and Responsibilities

• Welcoming clients and directing them to the relevant personnel
• Carrying out clerical duties such as answering the phones, responding to emails and preparing documents including office correspondence and memos
• Coordinating and managing appointments, meetings and the conference room schedule
• Maintaining general office files (digital and hard copy)
• Order and manage office supplies
• Providing back-up for scanning checks for bank deposits
• Processing tax returns including scanning, e-filing and e-delivery through Sharefile
• Reviewing tax return instructions with clients who prefer to pick up returns in the office
• Following already established office standards and policies; suggesting any necessary adjustments
• Providing tax and accounting support for both Cunningham and clients
• Entering all time in our internal management system – Practice
• Performing other relevant duties when needed

Knowledge, Skills, and Abilities

Education & Experience