Administrative Assistant

Administrative Assistant

Provide administrative support to partners, managers, and accounting staff.

Prepare, edit, proofread, and format correspondence, reports, financial statements, and other client documents.

Schedule meetings, manage calendars, and coordinate appointments.

Answer and direct incoming phone calls and greet clients professionally.

Coordinate client communications and maintain positive client relationships.

Maintain electronic and physical filing systems in accordance with firm policies.

Assist with engagement setup, document organization, and workflow tracking.

Process incoming and outgoing mail, courier deliveries, and electronic document transmissions.

Assist with tax return assembly, financial statement preparation, and client deliverables.

Handle sensitive client and firm information with the highest degree of confidentiality.

Monitor office supplies and coordinate vendor orders.

Maintain confidential client records and comply with firm security and privacy procedures.

Provide backup administrative support for other team members as needed.

Perform other administrative duties assigned by management.

Associate degree or equivalent experience preferred.

3–5 years of administrative experience, preferably in a CPA firm, accounting firm, legal office, or other professional services environment.

Excellent written and verbal communication skills.

Strong organizational and time management abilities.

High level of accuracy and attention to detail.

Ability to maintain confidentiality and exercise sound judgment.

Strong customer service skills.

Ability to prioritize multiple deadlines in a fast-paced environment.

Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Adobe Acrobat.

Document management software.

Electronic filing systems.

Microsoft Teams or similar collaboration platforms.

Familiarity with tax and accounting software is a plus (e.g., CCH, Thomson Reuters, or Drake Software).

Organization and planning.

Professional communication.

Client service orientation.

Problem-solving.

Team collaboration.

Adaptability.

Dependability.

Confidentiality and ethics.

Initiative.

Attention to detail.

Prolonged periods of sitting and computer use.

Ability to lift and carry up to 25 pounds occasionally.

Ability to move throughout the office to assist staff and clients.

Salary Description $18.00 - $23.00