OAS Coordinator
Job Details
Experienced
Anders Minkler Huber & Helm LLP - St. Louis, MO
Full Time
None
Day
Admin - Clerical
Description

Coordinator + Outsourced Accounting (OAS)

Full-Time

 

Anders CPA’s + Advisors, a growing accounting firm, is seeking an organized, professional, energetic and detail-oriented OAS Coordinator to join our team. The team member selected will support members of outsourced accounting group including department head, managers and professional staff members. Knowledge of financial and accounting terminology preferred.

 

The OAS Coordinator manages a variety of tasks simultaneously and is capable of anticipating the needs of others while constantly seeking opportunities to improve workflow and efficiencies for the outsourced accounting team. This position performs administrative work of considerable difficulty which may involve critical thinking, problem solving and independent judgment. The Coordinator must also be able to manage projects, work independently with little or no supervision and meet deadlines. This position requires tact, diplomacy and a clear, courteous and professional manner. In addition, they must demonstrate effective oral communication skills and the ability to work cooperatively with both staff and clients.

 

Position Responsibilities

 

Administrative

  • Provide administrative support as required for entire OAS group. Serve as a point of contact to client calls and as a back-up for staff who are out of the office.
  • Prepare billing and maintain billing files for department.
  • Prepare various billing, chargeability and departmental financial reports and publish as appropriate.
  • Prepare and maintain engagement letters for all OAS clients.
  • Assist with file and document maintenance including scanning, setting up electronic client files, tracking projects, correspondence, and other administrative duties.
  • Update standard document templates including standard letters, reports, and other correspondence
  • Schedule and organize all aspects of internal and client meetings including securing location, catering, A/V, etc.
  • Use firm’s portal (extranet) for safe and secure transfer of documents to and from client
  • Monitor centralized department email and calendar.
  • Process firm correspondence. 

 

Accounting Processes

  • Manage client financial statement issuance process, including monitoring monthly and annual regulatory compliance.
  • Support onboarding process of new clients.
  • Assist with organizing, formatting, and distribution of client 1099s.

 

Technology

  • Administer setup and login credentials for various system applications.
  • Assist management with monitoring of workflow.
  • Assist staff with identifying opportunities for streamlining processes and creating efficiencies through the use of technology.
  • Serve as resource for department technology platforms.
Qualifiications

Qualifications and Competencies

  • Organized and detail oriented
  • Ability to prioritize and meet multiple project deadlines
  • Strong desire to serve clients
  • Excellent verbal and written communication skills
  • High level of confidentiality and professionalism
  • Strong critical thinking and problem-solving skills
  • Ability to learn new software and technology

 

Education and Experience

  • Associates degree or higher preferred
  • 4+ years of general office experience
  • Working knowledge of Microsoft Office products
  • Knowledge of QuickBooks Online, a plus

 

At Anders, taking care of our employees is a top priority.  Our family-oriented culture and welcoming environment will make you feel like a part of the team as soon as you walk through the doors. From professional development opportunities, to daily workplace benefits, Anders offers unique incentives that enrich your career and facilitate growth from day one. Some of these perks and benefits include:

  • Healthcare insurance plans and savings accounts
  • Matching 401(k) program
  • Competitive base salary and bonus opportunities
  • Generous paid time off
  • Paid parental leave
  • Flexible work arrangements
  • Extensive professional development offerings
  • Paid parking
  • Wellness Program
  • Countless social events and activities

To see all of our perks and benefits and what makes Anders a great place to work, visit our careers page at https://anderscpa.com/careers/

 

All applicants for this position must be authorized to work in the United States now and in the future without requiring sponsorship.

 

For over 50 years, Anders has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals. Every day, our partners and staff serve as a catalyst for those striving to achieve their highest potential and carry this mentality on to our clients and community. Ranked #100 on Accounting Today’s List of Top Accounting Firms and a Firm to Watch, Anders is a member firm of the Leading Edge Alliance (LEA), one of the largest international associations of independent accounting firms. For more information on Anders, visit anderscpa.com and follow on us Twitter, Facebook, LinkedIn and Instagram: @AndersCPA

 

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