We are seeking a highly organized and proactive Administrative Assistant to support our accounting team. This role is essential in ensuring the smooth operation of our office and providing high-level administrative support. The ideal candidate will have excellent proof-reading skills, strong attention to detail, and the ability to manage multiple tasks effectively in a fast-paced environment. Experience in a public accounting firm and understanding of its seasonal nature and deadlines is a plus!
Duties:
- Financial Statements, SOC Reports, Engagement Letters, Management Letters, and Governance Letters: Proofing, final proofing, final copies, binding
- Time Sheet Checkoff
- Monthly Expenses: Postage logs expense (end of month) – Cleveland, Sandusky and Sheffield
- Monthly Billing: 1st of the month, 10th of the month (print and post monthly invoices) and print ARs, BARC Report
- Administrative – Miscellaneous: Reception – Answer phones (morning and lunch), mail, scan brokerage statements, unload dishwasher 2 to 3 days per week
- 1099s: Type and process Forms 1096/1099
- Electronic Filing: 1099/1096, W-2
- New Client Acceptance Forms: Assign numbers, put new clients in Practice and iChannel, scan approved new client form to iChannel, put contact info and email addresses in CCH ProSystem fx Practice Management* from new client form.
- Provide comprehensive administrative support to the assurance services department
- Handle data entry tasks with precision and maintain accurate records
- Perform clerical duties such as filing, organizing documents, and maintaining an orderly office environment
Experience:
- Proven experience in an administrative role or similar capacity (CPA firm a plus!)
- Strong organizational skills with the ability to prioritize tasks effectively
- Proficiency in Excel and Microsoft Suite necessary
- Excellent customer service skills with a friendly demeanor
- Impeccable proofreading skills
- Knowledge of phone systems and basic clerical procedures is beneficial
- CCH Practice Management: 1 year (Preferred)
This position requires a dedicated individual who thrives in a collaborative environment and is committed to supporting the team while contributing to the overall success of Barnes Wendling CPAs.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Schedule:
- 8-hour shift
Ability to Relocate:
- Cleveland, OH 44115: Relocate before starting work (Required)
Work Location:
- In person
Ability to Commute:
- Cleveland, OH 44115 (Required)
Click here to apply for this position.
Barnes Wendling CPAs is a well-respected public accounting firm and Top Workplace for 2024 by cleveland.com and The Plain Dealer and a 14-time winner of NorthCoast 99. We have been serving closely held businesses and not-for-profit organizations since 1946 with three offices in Northern Ohio dedicated to building and maintaining our client’s net worth. We value our team, clients, and community. We offer our employees unlimited growth opportunities and challenging work while promoting these values in a professional, family-friendly atmosphere. We treat our employees with respect, honesty, and fairness, providing them with the flexibility to balance work and family responsibilities.
If you are looking for an opportunity to grow with a CPA firm where you can make a difference, you can be supported in your professional growth and recognized by your contributions, please submit your resume with salary requirements.
In-Office, Hybrid or Remote opportunities available. Full-time, Part-time, or Seasonal opportunities available.
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BW is a true partner to us. Their knowledge, expertise, and service are a valuable resource to us and play an important role in our success!
John Allen - Vice President of Finance, Kaufman Container
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I appreciate the exceptional tax advice we received over the years. The (BW team) has a good grasp of our business needs. Thank you for your excellent service.
John Griffiths - Owner, Rae Ann, Inc.
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Barnes Wendling has been our company accountants for over seven years. Their knowledge has been instrumental in helping us grow strategically during this time. And although we’ve seen many changes in our economy that we cannot control, we’ve always been able to trust the Barnes team to be by our side. The Barnes team feels like family. We can’t thank them enough for their support!
Christine Kloss - Controller, AT&F
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Barnes Wendling has been our company accountants for over 15 years. During this time, the business has grown exceptionally, and Barnes has kept pace, providing accurate, quality advice. Our finances are more efficient than ever, and the expense of hiring Barnes has been a definite positive add to our bottom line. I give my highest recommendation to their firm.
David Miller, MD - President, Retina Associates of Cleveland
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Barnes Wendling has provided us guidance and recommendations that have strategically helped strengthen our business and position ourselves for growth. We needed to hire a new VP of Finance and Controller this past year, and they were instrumental in helping us find the best candidates for our company.
Sara Blankenship - President, Kaufman Container
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We value the trust, accuracy of information, and reliability of Barnes Wendling and Mike Essenmacher personally. Mike has been instrumental as a trusted advisor on accounting, tax, and personnel issues. His advice is always accurate, and he is very reliable. His associates are also very talented.
Dominic Ozanne - President and CEO, Ozanne Construction Company
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We value Barnes Wendling’s expertise with all things accounting so we can operate our business using our strengths and allowing them to be our experts. They have also brought me a few business sale opportunities to allow me to grow my assets.
John Gaydosh - President and Metallurgical Engineer, Ohio Metallurgical Service
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Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.
Thomas Adomaitis - Controller, Bialosky Cleveland
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I can wholeheartedly tell you that I have yet to work with an audit or tax team that have been more helpful, easy to work with, and committed than the team at Barnes Wendling- I have been through three different firms in the last few years.
Michelle Saylor, Former Controller, Aero Mag
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Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.
Mark A. Filippell, Western Reserve Partners
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The service is amazing at Barnes Wendling CPAs. The benefit is worth more than the cost. Sometimes it’s true that you get what you pay for.
Mark Boucher - Former Owner, Castle Heating & Air