Office Administrator
il y a 17 jours
Madison
Job Description About Berndt CPA LLC Berndt CPA LLC is a three-time Top 5 Small Business - Wisconsin State Journal Top Places to Work honoree. We pride ourselves on being a collaborative, people-first firm where team members feel supported, valued, and empowered to grow. As we continue on a strong growth trajectory, we are seeking team members who bring initiative, problem-solving ability, and a desire to contribute to improving our internal operations. About the Role We are looking for a highly organized, proactive, and tech-savvy Office Administrator to support the daily operations of Berndt CPA LLC and our sister company, Stelios Payroll. This role goes beyond traditional administrative work-it's a key position that supports cross-department communication, helps eliminate workflow bottlenecks, and contributes to improving how our firm operates as we grow. If you enjoy being the "go-to" resource, thrive in a professional services environment, and love bringing order, efficiency, and initiative into your work, this role is a great fit. Key Responsibilities Client & Front Office Support • Serve as the first point of contact for clients-both in person and over the phone., • Provide a warm, professional client experience and assist with intake documents and general inquiries., • Support accountants, partners, and payroll specialists with daily administrative needs., • Assist with client onboarding for both tax and payroll services., • Maintain organized electronic filing systems using SharePoint and Microsoft 365., • Assist with tax season operations, including assembling tax returns, coordinating e-signatures, and tracking client deliverables., • Coordinate workflows between tax, payroll, accounting, and admin teams to keep projects moving and reduce bottlenecks., • Monitor task queues and deadlines, flagging issues early, and keeping team members accountable to timelines., • Assist leadership in maintaining smooth office operations through proactive problem-solving., • Identify opportunities to streamline administrative processes and help implement efficiency improvements., • Serve as an internal resource for office technology tools-helping troubleshoot or guide team members on basic system usage., • Experience working in a professional services office (CPA firm, law firm, consulting, financial services, or similar)., • Strong proficiency in SharePoint, Microsoft 365, and technology-driven office tools., • Excellent written and verbal communication skills., • Strong organizational skills and reliability in managing multiple tasks and deadlines., • High attention to detail with a client-centered mindset., • Ability to anticipate needs and proactively solve problems without waiting for instruction., • Strong aptitude for learning new software quickly and helping others adopt new tools., • Experience supporting workflow-heavy environments with multiple departments., • Full-time Monday-Friday schedule., • A supportive and collaborative team environment., • Leadership that values input and invests in professional growth., • Opportunities to take on more responsibility as we scale., • Recognition as one of the Top 5 Small Business Workplaces three years running., • 2025-Top Workplaces-Small Business-Wisconsin State Journal, • 2025-Best Places to Work-Small Business-Madison Magazine, • 2025-Best Accounting Firm to Work For-Accounting Today, • 2024-People's Choice Awards-Best Accounting Firm, • 2024-Top Workplaces-Small Business-Wisconsin State Journal, • 2024-Best Places to Work-Small Business-Madison Magazine, • 2024-InBusiness Executive Choice Award-Accounting Firm, • 2024-Best Accounting Firm to work For-Accounting Today