Office Assistant

Join a Dynamic and Client-Centric Accounting Firm as Our Office Assistant

At George Dimov, CPA, we pride ourselves on delivering exceptional service to our clients—whether they are individuals, small businesses, or large corporations—across the nation. As a U.S.-certified CPA firm with over a decade of experience, we specialize in a comprehensive range of financial services, including IRS-authorized e-filing, tax preparation for all 50 states, bookkeeping, financial statement preparation, and strategic financial planning. Our reputation for precision, reliability, and outstanding client relationships is reflected in our consistently 5-star reviews on platforms like Thumbtack, Yelp, Google, and Facebook. If you thrive in a fast-paced, detail-oriented environment and are passionate about supporting a team dedicated to excellence, we invite you to be part of our mission.

As our Office Assistant, you will play a pivotal role in ensuring seamless client interactions, operational efficiency, and the delivery of high-quality service. This position is ideal for an organized, proactive professional who excels in communication, problem-solving, and maintaining the highest standards of professionalism. If you are detail-oriented, client-focused, and eager to contribute to a firm that values growth and long-term relationships, we want to hear from you.

Key Responsibilities

In this dynamic role, your responsibilities will include:

• Client Communication and Support: Act as the primary point of contact for clients, addressing inquiries with professionalism, clarity, and empathy. Your ability to calm and reassure clients, even during complex or frustrating situations, will be instrumental in maintaining trust and satisfaction.
• Technical and Administrative Assistance: Draft technical estimates and proposals with precision, ensuring they accurately reflect client needs and project scope. Collaborate closely with our team to evaluate and scope client work, ensuring transparency and alignment with expectations.
• Efficient Client Onboarding and Routing: Prioritize and manage multiple client inquiries across various channels, including email, phone, and CRM platforms. Route requests to the appropriate team members or departments with speed and accuracy, ensuring timely resolution.
• Problem-Solving and Troubleshooting: Proactively identify and resolve client issues, offering solutions that enhance their experience while maintaining our firm’s reputation for excellence. Your ability to think critically and adapt quickly under pressure will be key to your success.
• Sales and Service Expansion: With a client-focused mindset, gently guide conversations to introduce additional services where beneficial, all while keeping the primary engagement at the forefront. Your ability to build rapport and foster long-term relationships will contribute to the firm’s growth.
• Operational Excellence: Maintain meticulous organization and manage multiple client threads simultaneously, ensuring deadlines are met and follow-ups are executed with precision. Your strong work ethic and ability to thrive under time-sensitive conditions will drive efficiency across the board.
• Technical Proficiency: Leverage industry-standard tools, including email platforms (Outlook, Gmail) and CRM systems, to streamline workflows and enhance productivity. Familiarity with quoting and pricing processes is a plus, though a willingness to learn is equally valued.

Why This Role is Perfect for You

If you are a highly organized individual with exceptional communication skills and a passion for client service, this role offers an exciting opportunity to grow within a thriving, client-focused accounting firm. Our team values:

• Professionalism and Integrity: We uphold the highest standards of ethical conduct and accuracy in every engagement.
• Collaboration and Growth: You will work alongside a talented team of professionals dedicated to continuous learning and professional development.
• Impact and Recognition: Your contributions will directly enhance client satisfaction and operational efficiency, making a measurable difference in our firm’s success.
• Flexibility and Adaptability: The role offers the opportunity to develop a diverse skill set, from administrative support to client-facing interactions.

Qualifications and Skills

To excel in this role, we seek candidates who possess the following:

• Exceptional Communication Skills: Strong written and verbal communication abilities are essential for engaging with clients, colleagues, and stakeholders with clarity and professionalism.
• Multitasking and Prioritization: The ability to manage multiple inboxes and client threads efficiently, while identifying urgent matters, is critical to success in this fast-paced environment.
• Client-Centric Mindset: A genuine desire to anticipate client needs and deliver solutions that exceed expectations will set you apart.
• Technical Aptitude: Proficiency in email platforms (Outlook, Gmail) and CRM tools, along with a basic understanding of quoting/pricing processes, is preferred. Willingness to learn and adapt to new systems is a must.
• Problem-Solving Abilities: A proactive approach to troubleshooting client issues and finding creative solutions will ensure smooth operations and high client retention.
• Sales Acumen: The ability to introduce additional services naturally and strategically, without compromising the primary engagement, is highly valued.
• Preferred Experience: While not required, experience in a tax firm, accounting practice, or client-facing administrative role will provide a competitive edge and facilitate a smoother transition into the position.

Join us at George Dimov, CPA and be part of a team that values your contributions, fosters your growth, and delivers unparalleled service to our clients. If you are ready to take the next step in your career and make an impact in a dynamic accounting environment, we encourage you to apply today.