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Administrative Coordinator

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  • Job
    Full-time
    Junior Level
  • Atlanta

Requirements

  • Working knowledge of client invoicing and billing processes. Prior experience with time and billing software a plus.
  • Experience in Salesforce is desirable.
  • Self-starter, deadline driven individual who is technologically savvy with a strong attention to details.
  • Ability to stay organized and manage the varying day to day needs of the organization.
  • Ability to multi-task in a fast-paced environment.
  • Excellent professional written and verbal communication skills; comfortable communicating with all levels within an organization.
  • Experienced in Microsoft Excel, Word, Outlook, PowerPoint, and Adobe.
  • Ability to learn new software and tasks.
  • Excellent time management skills and ability to prioritize work.
  • 2+ years of administrative support experience a plus, preferably in a professional services environment.

Responsibilities

  • Provide administrative support for shareholders, leaders, and employees in our Atlanta office and across the firm.
  • Work closely with key business development personnel to support sales initiatives and tracking.
  • Timely and accurate coding and entry of client information into our accounting software.
  • Generate client invoices with a high level of detail and accuracy, with a primary focus on billing processes for the R&D Tax Credit practice line.
  • Assist with entering, tracking, and reporting new and existing sales opportunities within Salesforce, our CRM software.
  • Organize, save, and assist with data entry for digital files and information as needed for various projects.
  • Assist in the preparation of client proposals and engagement letters.
  • Order office supplies, food, and beverages for the firm and ensure all areas are stocked appropriately.
  • Assist with and manage travel arrangements for airline, rental car, and hotel for certain professional staff.
  • Submit and reconcile expenses reports.
  • Coordinate and support firm wide event planning, such as catering lunch or organizing the firm’s annual retreat.
  • Assist with firm-wide mailing and client gift sends.
  • Provide general support to visitors. Answer and direct phone calls.

FAQs

What is the primary focus of the Administrative Coordinator role at McGuire Sponsel?

The primary focus of the Administrative Coordinator role is to support the administrative, accounting, and business development functions within the firm, particularly in client invoicing for the R&D Tax Credit practice line.

What qualifications are needed for this position?

Candidates should have a working knowledge of client invoicing and billing processes, experience with Salesforce is desirable, and a minimum of 2+ years of administrative support experience, preferably in a professional services environment.

What tools and software should candidates be proficient in?

Candidates should have a strong working knowledge of Microsoft Office, specifically Excel, Word, Outlook, PowerPoint, and Adobe. Additionally, experience with time and billing software is a plus.

What are the key responsibilities of the Administrative Coordinator?

Key responsibilities include providing administrative support, coding and entering client information, generating client invoices, assisting with proposals, managing travel arrangements, and coordinating firm-wide event planning.

What type of work environment is McGuire Sponsel?

McGuire Sponsel offers a fast-paced and dynamic team environment where collaboration and effective communication are essential.

Is experience with Salesforce necessary for this role?

While not strictly necessary, experience with Salesforce is desirable as it is used for tracking and reporting new and existing sales opportunities.

Are there opportunities for professional growth at McGuire Sponsel?

Yes, McGuire Sponsel provides individuals with the opportunity to grow professionally and personally in a team environment.

What benefits does McGuire Sponsel offer its employees?

Benefits include competitive paid time off, 401k and health and wellness benefits, a recently renovated office space, summer Friday hours, and opportunities for team building and community outreach activities.

What qualities does McGuire Sponsel look for in a successful candidate?

Successful candidates should be self-starters, deadline-driven, technologically savvy, detail-oriented, organized, and possess excellent written and verbal communication skills.

How does the company support work-life balance?

McGuire Sponsel supports work-life balance through competitive paid time off, summer Friday hours, and various team-building and social outings.

Tax Consulting: Global Business Services, R&D Tax Credit Services, Fixed Asset Services, Location Advisory Services

Consulting
Industry
51-200
Employees
2007
Founded Year

Mission & Purpose

Partnering with CPA firms, McGuire Sponsel offers Research & Development Tax Credit Services, Fixed Asset Services, Global Business Services, and Location Advisory Services. McGuire Sponsel strengthens client relationships by offering a conservative, methodical approach to delivering tax services that fall outside the traditional practices of local and regional CPA firms. Our approach has allowed us to become a trusted resource to CPAs across the country, with a strong track record with the IRS.