Senior Administrative Assistant
It’s more than just numbers.
Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!
What you will be doing:
- Interact with clients and vendors as well as do billable work
- Perform document intake and organization in a paperless environment
- Perform general bookkeeping work, which may include entering and maintaining records, invoices, and supporting documents, and creating financial spreadsheets in Excel
- Assist with maintaining client financial records within accounting software
- Assist team members with meetings and events as necessary
- Actively participate in problem solving with colleagues and clients
- Develop colleague and client relationships
- Respond to and resolves administrative inquiries and questions
- Perform other related duties and projects as assigned
What skills & experience you need to succeed in this role:
- Minimum 1– 3 years of bookkeeping experience, preferred
- Familiarity using SAGE 100, QuickBooks, or other bookkeeping software a plus
- Experience with financial statements, payroll, payroll tax returns, Forms 1099, A/R and A/P is preferred
- Must be proficient in Microsoft Word, Excel, and PowerPoint
- Must have excellent written and verbal communication skills
- Must have strong interpersonal skills
- Must possess a high level of attention to detail and accuracy
- Must be able to multi-task
- Must be very organized
- Must have excellent English communication skills
- Must have excellent client service skills, team work and a professional demeanor
- Must have the ability to manage multiple projects with deadlines
What you'll receive:
LIFE
- Competitive Salary
- 20 days of PTO + 10 paid company holidays
- Medical
- Dental
- Vision
- FSA & HSA
- Employee Assistance Program
FAMILY
- Basic Life Insurance (firm paid after 6 months of employment)
- Voluntary Life Insurance and Long-Term Disability
- Pet Insurance
BUSINESS
- Virtual and in-office firm social events
- Client referral bonuses
- Commuter Benefit Plans
DREAMS
- 401(k) Profit Sharing Plan - Traditional & Roth Options
- Benefits for CPA eligible candidates including study material and exam reimbursements, paid time off for exams, and an exam passing bonus
- Benefits for CFE eligible candidates including an exam passing bonus
- Leadership development and training & mentorship programs
About Miller Kaplan
Our professional services include audit, accounting, tax, business management, licensing & royalties, information security management, industry metrics, and consulting services. Our client base is comprised of high-net-worth individuals, start-ups, Fortune 500 companies – and everything in between. They come from a diverse cross-section of industries including entertainment, professional services firms, employee benefit plans, labor organizations, and technology, among others.