Firm Administrator

We are a growing public accounting firm dedicated to providing excellent client service and forward-looking solutions that help our clients reach their personal and business goals.

We are seeking a highly organized and proactive Firm Administrator to join our team. The Firm Administrator will play a critical role in ensuring smooth operations of our two offices (located in New Richmond, WI and Hudson, WI), managing administrative tasks, and supporting our team of accountants. If you are a motivated individual with a passion for organization, efficiency, and continuous improvement, we encourage you to apply.

Responsibilities:

• Coordinates with firm's third-party payroll provider to ensure timely and accurate processing of payroll transactions.


• Oversees onboarding of new team members, including creating onboarding materials and scheduling training.


• Serves as firm liaison with third-party IT provider, attends monthly meetings, and communicates issues and needs for IT.


• Reviews firm processes and procedures to identify improvement opportunities. Communicates improvement opportunities to Partner group.


• Assists in the development of employee success plans, including goal setting, training, continuing education, and mentoring.


• Maintains firm employee benefit offerings and reviews offerings at least annually with outside providers.


• Coordinates annual review information for all firm staff and provides metrics and necessary data to Partner group to administer annual reviews.


• Plans and facilitates staff meetings, including coordinating topics and speakers.


• Assists with firm financial tasks such as preparing monthly financial statements, preparation of draft firm budgets, reviewing accounts payable, collections of accounts receivable, and expense management.


• Manages administrative staff of 4-6, including seasonal staff during tax season (Jan - April 15th).


• Oversees firm's marketing efforts and coordinates updating of website, social media, and the online presence of the firm.


• Actively seeks out and participates in training and continuing education opportunities.


• Protects the confidentiality of client and firm information.

Required Skills/Abilities:

• Excellent verbal and written communication skills.


• Excellent public speaking skills


• Excellent interpersonal and customer service skills.


• Proficient in Microsoft Office Suite.


• Excellent organizational skills and attention to detail.


• Demonstrated ability to meet deadlines and handle pressure in a positive and professional manner.


• Excellent critical thinking and creative problem-solving skills.


• Strong desire to learn new skills.


• Ability to effectively prioritize and work independently or as part of a team.


• Ability to spend time in both our New Richmond and Hudson offices


• Ability to thrive in a changing work environment.

Education and Experience:

• Bachelor's Degree in Business Administration, Human Resources, Accounting, or a related field required.


• Two or more years of applicable experience at a professional services firm preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

To apply, please submit your resume and cover letter outlining your qualifications and interest in the position. We look forward to hearing from you.