Office Manager/Administrative Assistant

A small, well-established CPA firm is seeking a highly organized and detail-oriented Office Manager / Administrative Assistant to support partners and staff with day-to-day administrative operations. This individual will play a key role in ensuring the office runs efficiently, particularly during busy tax and audit seasons. The ideal candidate is proactive, tech-savvy, and comfortable working in a fast-paced professional services environment.

Key Responsibilities:

• Provide administrative support to partners and accounting staff across tax, audit, and client service functions
• Coordinate and manage workflow related to tax return preparation, including organizing client documents and tracking deadlines
• Prepare, format, and assemble financial reports, tax returns, and client deliverables
• Serve as a point of contact for client communications, including scheduling meetings and responding to inquiries
• Maintain and organize electronic and physical filing systems
• Assist with billing, invoicing, and general office bookkeeping tasks as needed
• Support audit and accounting engagements through document preparation and coordination
• Manage general office operations, including supplies, mail, and overall office organization
• Ensure accuracy and completeness of administrative processes and documentation

Qualifications:

• Prior experience in an administrative, office management, or support role (CPA firm or professional services environment preferred)
• Strong computer skills, including Microsoft Office (Word, Excel, Outlook)
• Familiarity with QuickBooks and/or UltraTax is a plus
• Excellent organizational and time management skills with the ability to prioritize multiple tasks
• Strong attention to detail and accuracy
• Professional communication skills, both written and verbal
• Ability to work independently and as part of a team

Key Attributes:

• Dependable, proactive, and resourceful
• High level of discretion when handling confidential client information
• Ability to thrive in a deadline-driven environment, especially during peak seasons
• Strong client service mindset and willingness to support a team-oriented office