JOIN THE JOURNEY TEAM!

We are looking for a detailed-oriented, “get ‘er done” type person to help us stay organized and moving forward on a variety of projects. In this role, you will be responsible for supporting Journey team members by managing day-to-day administrative activities, ensuring smooth office operations, and providing excellent client service. In addition to on-going daily tasks, you will spearhead a variety of special and/or seasonal projects throughout the year that are vital to firm growth and allow you to see all aspects of the business.

Your responsibilities would include: 

• Office Management: Maintain office supplies, manage inventory, and ensure the offices are clean and organized.

• Client Communication: Answer phone calls, respond to emails, and greet clients in a professional and friendly manner. Establish, gather content for, and implement on-going client communications via MailChimp and other means.

• Scheduling: Coordinate appointments, meetings, and manage calendars for the team. 

• Document Management: Prepare, file, and manage client documents, including tax forms, financial statements, and correspondence.

• Data Entry and Account Reconciliation: Input and update client information in our database with a high degree of accuracy. Assist with accounting client bank and expense reconciliations.

• Billing and Invoicing: Assist with preparing and sending invoices, tracking payments, and managing accounts receivable.

• Support Services: Provide administrative support to accountants and tax professionals, including preparing reports and presentations.

• Compliance: Ensure all client information is handled confidentially and in compliance with firm policies and regulations.
• Special Projects: Assist with various seasonal projects, including but not limited to coordinating firm and client conferences, overseeing the 1099 process, requesting e-signatures from clients and submitting final returns via tax software, assisting in establishing and maintaining a firm-wide CRM, etc.

You should possess the following qualifications and/or experience:

• High school diploma or equivalent; associate’s or bachelor’s degree in business administration or related field preferred.

• Proven experience as an administrative assistant or in a similar role.

You should demonstrate the following competencies, skills, and attitudes:

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

• Excellent organizational and time-management skills.

• Strong written and verbal communication skills.

• Attention to detail and problem-solving skills.

• Ability to work independently and as part of a team.

• Eager to learn/desire to be coached (and to coach!)

• Comfortable with using/learning how to use various technology tools.

• Ability to take a new project and see it through to completion.

• Familiarity with accounting and tax terminology is a plus.

Other important requirements and details: 

• Must be willing to work out of our Grand Rapids, MI or Woodridge, IL office
• Must be willing to work 24-40 hours per week (schedule to be determined based on candidate availability/needs; benefits available at 30+ hrs/week)
• Limited time off during tax season (January 15 – April 15)
• This position is not eligible for visa sponsorship