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Bonadio Group, The Administrative Assistant in Pittsford, New York

The Administrative Assistant will be responsible for performing office support activities for multiple firm staff and Partners which will include, but is not limited to, implementing administrative systems, procedures, and policies, and monitoring administrative projects.

This individual will represent the firm in a professional manner and will be committed to the success of the business. They will be forward thinking, progressive, respectful, strive for excellence, possess integrity, and support our innovative and entrepreneurial spirit.

  • Ability to professionally and effectively handle communication with internal personnel as well as external clients – via phone, e-mail, or in person - taking detailed messages as needed

  • Assist in the preparation, proofreading, editing, and processing of documents including, but not limited to, correspondence, financial statements, Chapter 13 reports, Department of Labor reports, client related correspondence, etc. in order to produce error-free work

  • Process client tax returns and mailings as necessary

  • E-file tax returns as necessary

  • Support assigned Partner(s) as necessary, with time and expense entry, travel arrangements, billing, CPE tracking, sales reports, margin reports, and other Partner needs as requested

  • Organize, update, and maintain calendars for assigned Partner(s)

  • Coordinate logistics for meetings, conference calls, and transcription of meetings as necessary

  • Work cohesively with other team administrative staff as well as provide assistance to other departments as needed

  • Assist Office Manager, assigned Principals and Managers as necessary, and team employees

  • Provide back-up assistance at reception desk as needed

  • Enter, transcribe, record, store, and/or maintain information in written or electronic form

  • Assist with preparation of client proposals as necessary

  • Develop and maintain the technological skills required to function at peak efficiency

  • Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed

  • Assist with mailings as needed including, but not limited to, UPS, Fed Ex, Certified mail, incoming or outgoing mail

  • Assist in all other administrative areas as needed

  • Adhere to the highest degree of professional standards and strict client/firm confidentiality

  • Knowledge of typical office methods and procedures, filing, telephone techniques, and office equipment, as well as business English usage, spelling, grammar, and punctuation

  • Expertise in Microsoft Word, Excel, and Outlook; Proficient in PowerPoint

  • Superior level of accuracy in work and attention to detail

  • 4+ years of relevant experience

  • Associate Degree or HS diploma with equivalent work experience

  • Able to work in the office daily, Monday - Friday 8:00am - 5:00pm with additional hours on an as needed basis

  • Strong customer service, verbal and interpersonal skills

  • Excellent time management skills, including planning and prioritizing

  • Ability to multi-task and take direction

  • Ability to work as part of a team as well as independently

  • Ability to work additional hours during tax season and other time periods throughout the year is critical

Hours of Operation

  • Our office hours are 8:00am-5:00pm.

  • Our summer hours are 8:00am–5:00pm Monday-Thursday and 8:00am – 12:00pm on Friday.

  • The ability to work additional hours during busy season is critical.

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the work place as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.

We are a growing local company with an impeccable reputation for treating employees great! Through rapid growth and success, we are searching for “high potential rising stars” to join our organization. With our great mentoring and training programs, you’ll be exposed to a diversity of work, able to tackle more interesting issues, have tremendous growth opportunities, and the opportunity to work in interesting places. You’ll be working with great people and great clients and have the ability make a difference! Come join a “Top 50 CPA Firm” and one of the fastest growing CPA and management consulting firm in upstate New York, by applying now!

EOE/AA Disability/Veteran

ID: 2021-2394

External Company Name: Bonadio Group, The

External Company URL:

Street: 171 Sully's Trail