Administrative Assistant/Tax & Billing Coordinator

Administrative Assistant / Tax & Billing Coordinator

We are seeking a detail-oriented Administrative Assistant / Tax & Billing Coordinator to support our tax professionals and partners with a combination of administrative, billing, and tax-related responsibilities. This role is ideal for an organized professional who enjoys working in a fast-paced public accounting environment and is looking to build a long-term career within a growing firm.

Key Responsibilities

Partner & Administrative Support

• Provide administrative support to partners and tax professionals.
• Coordinate client communications, scheduling, and follow-up activities.
• Prepare engagement letters and client correspondence.
• Maintain electronic client files and ensure proper document organization.
• Assist with various projects and administrative initiatives as needed.

Billing & Engagement Support

• Prepare and process client invoices and partner billing requests.
• Monitor work-in-process (WIP) reports and assist with billing administration.
• Follow up on outstanding invoices and support collections efforts as directed.
• Maintain accurate client and engagement information within firm systems.
• Generate billing reports and assist partners with billing analysis.

Tax & Client Service Support

• Assist with tax return assembly, processing, and electronic filing.
• Organize and track client tax documents and information requests.
• Prepare basic tax workpapers and data entry for individual, corporate, partnership, and trust returns.
• Monitor filing deadlines and assist with extension processing.
• Support tax professionals during busy season with administrative and project-based tasks.

Qualifications

• 5 years of administrative, billing, bookkeeping, or public accounting support experience.
• Prior experience within a CPA firm, professional services firm, or accounting environment preferred.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong written and verbal communication skills.
• Experience with tax software, document management systems, or accounting software is a plus.

This role is on-site during normal business hours 5 days per week and has additional hours required during peak tax season.