Office Associate

RML & Associates CPAs is a locally owned accounting firm in downtown Laramie, WY with over 60 years of experience in tax preparation and bookkeeping services. RML offers competitive compensation and great benefits with advancement opportunities.

As an Office Associate, you will be responsible for processing tax returns, communicating with clients, and providing administrative support to all members of the office. This role is expected to collaborate and communicate effectively within a team framework with all staff. Success in this role demands attention to detail, flexibility in day-to-day duties, and the ability to maintain a calm demeanor in a fast-paced environment.

Responsibilities:

• Input and update client information using PracticeCS database software

• Prepare and mail, email or fax client documents with appropriate documentation

• Monitor multiple electronic inboxes for incoming client files and requests

• Receive incoming client calls and direct them as appropriate

• Process client payments over the phone or in person

• Ensure tax returns are printed correctly and delivered with all components, including clear instructions for the mailing of tax returns and payment of amounts due

• Maintain office appearance, including tracking inventory and ordering supplies

• Assist with other administrative tasks as directed

Knowledge, Skills & Abilities:

Knowledge of:

• Basic tax & accounting terminology

• Principles of records and database management

• Principles of customer service & professionalism

• Confidentiality & ethics practices as defined by federal regulations

• Standard office or practice management software including Microsoft Office (Word, Excel, Outlook)

Skills in:

• Clerical duties, including data entry, document scanning, mail and email

• Effectively communicating, collaborating and sharing tasks within a team

• Working within strict deadlines to complete projects and assignments

• Assessing, analyzing, identifying, and recommending solutions to problems

• Independently managing workload while remaining flexible with urgent and emergent tasks

• Operating a computer and utilizing a variety of software

Ability to:

• Maintain a calm demeanor while multitasking and attending clients

• Prioritize, multi-task and problem solve independently

• Show professionalism in speech, dress and demeanor

• Receive and assimilate feedback to improve office procedures

Minimum Qualifications:

• A high school diploma or GED and one (1) year of relevant administrative, accounting, document processing or other closely related experience, or its equivalent

• Associate’s degree or other higher education preferred

• Individuals with prior experience in a professional service field, i.e. legal, medical, accounting, or other, are encouraged to apply

Additional Requirements:

• Must be available for work M – F 8:00 AM to 5:00 PM during most of the year

• Must be able to obtain and must maintain certification as a notary for the State of Wyoming within six (6) months of employment

• Must be able to type 55 words per minute

• May be required to move and/or transport heavy, bulky supplies, materials and/or other items weighing up to 40 pounds

• Must be able to work outside the traditional work schedule, including some evenings and weekends, during tax season (February – April) or when otherwise required

RML & Associates CPAs offers competitive compensation and an excellent benefit package:

• Medical, dental and vision coverage within 30 days of employment

• Simple IRA with employer match within 30 days of employment

• Paid time off, paid holidays, and annual bonus opportunities

• Hourly $18.00 with opportunities for overtime pay during tax season

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. RML CPAs is an equal opportunity employer.