CPA Administrative Assistant

Title:

CPA Administrative Assistant

Location:

Cedar Rapids, IA

JOB SUMMARY

This position is a top contributor to our employer brand by kicking off a world-class experience

for clients and guests when they arrive. In addition, you will provide general office support with

a variety of clerical activities and related tasks including answering the phone, formatting,

proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a

go-to support function for the entire office and will accordingly, work on a variety of tasks (e.g.

scheduling and general administrative support for leadership) all while representing our core

values that makes us who we are!

JOB DUTIES

Provide executive support to Managing Director

Attend meetings as needed

Receive client tax documents via mail & electronic delivery

Find and add Creative Planning wealth management tax documents, MLP K-1's, and other client information as needed

Sort information to prepare for scanning in CCH

Contact clients with status update of tax or audit information.

Scan client documents into CPA systems

Outgoing mail processing, including UPS overnight shipments

Proof client deliverables as needed

Receive mail and file, sort, and distribute mail

Assist with various projects and other duties as assigned.

Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation

Schedule appointments

Greeting clients & visitors

REQUIRED EXPERIENCE / QUALIFICATIONS

High School diploma

2 years of experience in an administrative position or support role

Multi-task, problem solve, and complete all assigned duties

Strong written and verbal communication; excellent interpersonal skills

Utilizes office machines such as computers, copier/scanner, printers, and calculators

Organized and detail oriented; able to maintain records and files

Able to conduct themselves in a professional manner with clients and internal staff

Ability to produce high quality work; able to maintain confidentiality at all times

Strong understanding of Microsoft Office suite

Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.