Administrative Assistant - CPE & Travel

Tanner LLC

Administrative Assistant - CPE & Travel

Salt Lake City, UT

Pay: $22.00/hr - $25.00/hr

Tanner LLC is a dynamic and forward-thinking firm dedicated to providing exceptional financial and business advisory services. Founded on principles of integrity, innovation, and client satisfaction, we are committed to exceeding expectations and fostering long-lasting relationships. Join our collaborative and inclusive culture and be part of a company that values professionalism, growth, and community engagement.

Job Summary:

We are seeking an organized and proactive CPE & Travel administrative assistant to join our team. This position will be responsible for facilitating training for Certified Public Accountants (CPAs), coordinating travel itineraries for CPAs attending educational conferences or business trips, and assisting our administrative audit processing team with various tasks.

This is an excellent opportunity to work for a fast-growing accounting firm and be involved in a great working environment. This position is a full-time, in-office job that will require you to be in our Salt Lake office.

Schedule: Full time, 40 hours, Monday-Friday, 8AM-5PM, in person at Salt Lake office. Some overtime is expected at various times of the year.

Responsibilities:

• Facilitate training for CPAs, including event management, scheduling conferences, and recording continuing education credits.
• Coordinate travel itineraries for CPAs attending educational conferences or business trips.
• Assist our administrative audit processing team with formatting financial statements and letters, configuring projects in project management software, and other duties as assigned.
• Answers and transfers phone calls, screening when necessary.
• Welcomes and directs visitors and clients.
• Maintains filing systems as assigned.
• Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed.
• Responds to and resolves administrative inquiries and questions.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Has integrity, is disciplined, and manages deadlines.
• Excellent verbal and written communication skills. Excellent interpersonal and customer service skills.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Basic understanding of clerical procedures and systems such as recordkeeping and filing.
• Ability to work independently.
• Positive personality with a “WHATEVER IT TAKES” attitude.

Benefits:

• Medical, Dental, and Vision insurance
• HSA Match
• Employer paid Life Insurance
• Employer paid short term and long-term Disability Insurance
• Employee Assistance Program
• 401K Retirement Plan with Matching

Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. All offers are contingent upon successfully passing of a background check.

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Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

Industries

Internet Publishing