Administrative Assistant

Company Description:

O'KEEFFECPA & Associates is a professional accounting practice founded in 2000 and located in the heart of downtown Richmond. We are a team of dedicated professionals with a passion for delivering exceptional tax and financial services. With over 25 years of experience, we have built a reputation for our expertise, reliability, and personalized approach. Our goal is to provide trusted guidance and strategic solutions tailored to our clients unique needs. Whether they are an individual filer or a small business owner, we are committed to help navigate the complexities of tax regulations, maximize savings, and achieve financial goals.

Responsibilities:

• Provides administrative support to ensure efficient office operations.

• Maintains physical and digital filing systems.

• Answers phone calls and directs callers to appropriate personnel, schedules appointments, signs for incoming packages, and assists clients and other visitors.

• Responds to emails and other digital queries and correspondence.

• Drafts and edits letters, reports, and other documents.

• Inputs and updates information in databases and spreadsheets.

• Operates and maintains office equipment, including printers, copiers, and fax machines.

• Researches as requested and compiles and summarizes information for reports or presentations.

• Works closely with other administrative staff and supports other colleagues as needed.

• Works with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations.

• Ensures that deadlines are met and adapts to changing priorities.

• Presents a positive and professional image for the organization.

• Maintaining client invoicing.

• Ability to commute to the physical office during scheduled work hours. This is not a remote position.

• Other administrative duties as assigned.

Required Education Level:

• High school diploma or equivalent, associates degree a plus

Required Job Skills:

• Strong attention to detail, organizational skills, time management, with the ability to be flexible.

• Familiarity with standard office platforms, such as Microsoft Office (Outlook, Excel and Word).
• Data management and entry skills, including the ability to maintain and improve filing systems.
• Ability to work well independently and in collaboration with others.

Optional Job Skills:

• Familiarity and or/experience with client relationship management (CRM) tools.

Schedule:

• Full-Time
• Part-Time
• No nights
• No weekends
• No telework

Additional information:

This firm is very entrepreneurial and consulting oriented. The work environment is not at all typical of the public accounting grind and we offer a very reasonable work/life balance.

O'KeeffeCPA & Associates is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities.

O'KeeffeCPA & Associates recruits, hires, trains, and promotes people without regard to race, color, religion, sex, age, national origin, disability, veteran status, or any other factors protected by applicable law. We welcome applications for employment from qualified disabled veterans, veterans of the Vietnam era, and other covered veterans.