Office Coordinator
Company Description:
Scott Wallin CPA, SC is a local tax firm in Superior, Wisconsin that specializes in personal and business tax preparation. We are seeking an Office Coordinator to add to our team to ensure smooth operations throughout the year.
Role Description:
The Office Coordinator is responsible for overseeing daily office operations, maintaining client satisfaction, and ensuring the office runs efficiently and accurately.
Key Responsibilities:
- Coordinate daily operations, including scheduling appointments, coordinating meetings, and handling correspondence
- Process tax returns
- Maintain confidentiality of sensitive information while handling client records, financial documents, etc.
- Process timely invoices for billing in QuickBooks Online (QBO) and communication with collections when necessary
- Perform data entry functions related to bookkeeping
- Coordinate and lead temporary staff to ensure smooth administrative operations during busy season
- Maintain compliance with firm policies and regulatory requirements
- Coordinating IT support
- Highly organized with strong attention to detail
- Basic understanding of Excel and willingness to continue building skills
- Ability to learn and work in QuickBooks Online
- Self-starter with strong communication skills and the ability to work independently
- Understanding professional communication and customer service standards
Expected to be present during office open hours, with additional hours during peak periods as needed. The tentative office schedule is below (subject to change):
- Mid-January – April 15th: 9-6 M-Th, 9-5 F
- April 16th – May 1st: 9-4 M-Th, 9-12 F
- May 2nd – End of Year: 9-3 M-Th
- Life Insurance
- Dental Insurance
- Vision Insurance
- 3% Simple IRA Match
- Holidays off
- Off-season PTO built on trust – take the time you need while ensuring coverage
- Continuing Education Opportunities
- $40,000-$45,000
