Administrative Assistant
SNI USA Inc
Contract-to-Hire: Administrative Assistant Client, located near Downtown Fort Worth, TX, is looking for an Administrative Assistant for their growing CPA firm on a contract-to-hire basis. This is in-office.
Overview
Client is a growing CPA firm and seeking an Administrative Assistant / Client Concierge to support client-facing administrative processes and internal workflow coordination. This role helps keep client work moving, supports billing and workflow processes, and contributes to a smooth, professional client experience. This position is ideal for someone who is organized, detail-oriented, and comfortable coordinating across clients, CPAs, and firm systems. Key Responsibilities
Overview
Client is a growing CPA firm and seeking an Administrative Assistant / Client Concierge to support client-facing administrative processes and internal workflow coordination. This role helps keep client work moving, supports billing and workflow processes, and contributes to a smooth, professional client experience. This position is ideal for someone who is organized, detail-oriented, and comfortable coordinating across clients, CPAs, and firm systems. Key Responsibilities
- Coordinate administrative aspects of client workflow and follow-ups
- Communicate with clients on administrative, billing, and status-related matters
- Process and deliver completed tax returns (portal, electronic delivery, and mail)
- Create and track engagement letters and approvals
- Execute new client onboarding after approval (CRM, workflow, and client systems)
- Enter and apply client payments and assist with AR follow-ups
- Update workflow systems and maintain accurate documentation
- Flag stalled work or exceptions and escalate appropriately
- Prior administrative or coordination experience in a professional office environment preferred
- Strong organizational skills and consistent follow-through
- Comfortable working across multiple systems and tracking details
- Client-facing experience a plus
Vacancy posted 1 day ago
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