06/14/2024
WE ARE HIRING!!
Our legacy firm is looking for the right person to be our next Office Manager/Executive Assistant. You will have a crucial role in being the main liaison between the firm and our clients. Basically, you will be the face of the firm for the client when they come in, and the voice when they call.
Rick C. Reed & Company, PLLC has served clients since 1958 in central Texas and around the country. Our small, family-based office is known in the market for building long-term, multi-generational relationships with our client base. Our clients work in a wide array of industries, from Real Estate to Farm/Ranch to Service to Food and Beverage. With offices in San Marcos and Belton, Texas, we are ready to add to the next generation of success for Reed & Company!
Based in our San Marcos office, you will be responsible for many facets of our operations, including, but not limited to:
• Client Interactions
• Tax Return Intake and Processing/Delivery
• Firm Billing/Accounts Receivable
• Staff Time Tracking
• Light Bookkeeping/Payroll
• Assisting the Managing Partner in Workflow Tracking within the office
• Assist with Setup/Implementation of CRM
• Handle Incoming/Outgoing Phone Calls
• Handle Scheduling Appointments for Managing Partner
• Maintain Office Supplies
Qualifications
Previous Experience as Office Manager/Executive Assistant (bonus points for experience with another CPA or financial services firm)
Experience with Microsoft Office suite required
Experience with Thomson Reuters Tax suite preferred but not required
QuickBooks Experience helpful
Great People Skills (phone, in-person, and e-mail)
Self-starter with excellent time management skills and the ability to prioritize work
Assist with Technology as needed
Create a positive, caring environment for employees, clients and visitors
Checking mail, receiving packages and depositing checks
Adhere to the highest degree of professional standards and confidentiality
High School Diploma or Equivalent Mandatory; College a plus.
Spanish Speaking also a plus
Package
Competitive Salary
Health Insurance (including Vision & Dental)
Simple IRA plan (after 12 months)
2 Weeks paid vacation in 1st year of employment
Holidays (Memorial Day/4th of July/Labor Day/Thanksgiving Day & Friday/Christmas Eve/Chrismas Day/New Year’s Day)
Extra paid days off during Christmas holidays
Post Tax Season Holiday
Please forward your Letter of interest and resume to [email protected].
Anticipated Start Date – July 1, 2024
Rick C. Reed & Company, PLLC is an equal opportunity employer.
