CPA Firm Administrative Assistant

Job Description

Job Description

Administrative Assistant

Join a Well-Established, Growing Local CPA Firm

Are you organized, detail-oriented, and someone who enjoys being part of a team? We’re looking for an Administrative Assistant to join our well-established local CPA firm as we continue to grow. This is an exciting opportunity to become an important part of a professional, friendly team while helping keep our client service and day-to-day operations running smoothly.

In this role, you’ll work closely with our team and clients, helping manage the administrative and processing side of client engagements. You’ll play a key role in keeping projects organized, deadlines on track, and client communications moving forward.

What You’ll Do

• Serve as a friendly and professional point of contact for incoming and outgoing client communications, including email, phone, and client portals
• Organize and maintain accurate digital and physical client files
• Assist with engagement letters, organizers, and new client onboarding
• Support billing, invoicing, and other administrative requests
• Assemble, organize, and process tax return files for CPA review and filing
• Upload, label, and manage tax documents within our document management systems
• Track tax return status, e-filings, acknowledgments, and client approvals
• Assist with extensions, organizers, and post-filing client correspondence
• Help keep internal processes organized and deadlines on track
• Maintain the highest standards of confidentiality and follow firm procedures and compliance requirements

What We’re Looking For

We're looking for someone who is dependable, organized, detail-oriented, and enjoys helping others. The ideal candidate is comfortable managing multiple priorities, communicates professionally, and take spride in doing things accurately and efficiently.

Experience working in a professional office environment is a plus, and experience in accounting or a CPA firm is helpful—but we’re also excited to meet someone with the right attitude, willingness to learn, and desire to grow with our firm.

Why Join Us?

You’ll be joining a well-established local CPA firm with a strong reputation and an exciting future . As our firm continues to grow, there are opportunities to learn, take on new responsibilities, and become a valued member of a team that truly cares about its clients and each other.

If you’re looking for a position where your organizational skills make a real difference and you can grow alongside a successful local firm, we’d love to hear from you!

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