Administrative Assistant

Summary Chawla and Associates CPAs is seeking an Administrative Assistant to join our team. As a full-service CPA firm, we specialize in tax, accounting, and consulting services for individuals and businesses. Our focus is on providing high-quality, personalized service to our clients while maintaining an efficient and organized office environment. We are looking for a highly motivated and detail-oriented individual to support our growing firm. Position Description The Administrative Assistant will handle key office functions including answering phones, document intake, scanning, renaming files, organizing client records, and providing general administrative support. This individual will play a crucial role in ensuring smooth office operations and enhancing client experience through excellent customer service and efficiency. Specific Responsibilities Answer and direct incoming phone calls in a professional manner Greet clients and visitors, ensuring a welcoming experience Manage document intake, scanning, renaming, and filing electronic and physical documents Organize and maintain client files, ensuring accuracy and confidentiality Assist with client scheduling and follow-ups Provide administrative support to team members, including calendar management and correspondence Prepare client meeting materials, reports, and presentations Handle client communications, including bulk mailings and outreach Track and manage key deadlines, including client tax filing deadlines and renewals Ensure compliance with firm policies and industry regulations Assist with office management tasks, such as ordering supplies and coordinating maintenance needs Maintain confidentiality of sensitive client and firm information Qualifications And Competencies Associate’s or Bachelor’s degree preferred Minimum of two years of administrative or office experience, preferably in a professional services or accounting firm Strong organizational and multitasking skills Excellent verbal and written communication skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and document management software Familiarity with workflow management and CRM systems (Financial Cents or similar) is a plus Ability to work independently and collaboratively in a fast-paced environment High level of professionalism and client service orientation Preferred Qualifications Experience in a CPA or financial services firm Knowledge of accounting and tax-related terminology Proficiency in document management systems and workflow tools Compensation And Benefits Competitive salary based on experience Paid time off and holidays Opportunities for professional growth and training A supportive and team-oriented work environment Contact 2752 Forgue Dr, Suite 100-B, Naperville, IL 60564 View phone number on click.appcast.io #J-18808-Ljbffr Chawla & Associates, CPAs