Administrative Assistant

Job Description

Job Description

Administrative Assistant  

Purvis Gray is seeking a dependable, detail-oriented Administrative Assistant to support our Gainesville office and accounting professionals. This role assists with tax return processing, client communication, billing and collections support, document management, and general office operations. 

Company Overview & Culture  

Since 1946, Purvis Gray has grown organically across Florida by putting people first, clients and team members alike. We foster a collaborative, supportive environment where professional development is encouraged and wins are celebrated together. Our teams work across industries including government, nonprofits, construction, and healthcare, providing dynamic experiences and long-term career growth. We believe in investing in our people, offering comprehensive benefits, mentorship programs, and opportunities to work alongside partners who are committed to your success. 

Key Responsibilities  

• Assist with printing, assembling, scanning, processing, and distributing tax returns and related documents. 
• Review tax returns to verify that all required forms, signatures, schedules, and attachments are included and properly prepared for processing and electronic filing. 
• Maintain organized and accurate electronic and physical client files. 
• Answer and route telephone calls and communicate professionally with clients, vendors, and colleagues. 
• Monitor assigned administrative and billing inboxes, prepare client invoices, review and verify billing completed by others, distribute invoices, and follow up on outstanding receivables.
• Prepare audit confirmation letters, correspondence, spreadsheets, and tracking reports
• Process and electronically file completed tax returns, monitor filing acknowledgments, and follow up on rejected or incomplete submissions.
• Perform data entry, document verification, filing, photocopying, and mail processing.
• Provide additional administrative and document-processing support during seasonal deadlines. 
• Collaborate with administrative team members across offices and assist with special projects as assigned. 

Skills and Qualifications  

Required  

• High school diploma or equivalent. 
• Two or more years of administrative, office-support, customer-service, or related experience. 
• Proficiency in Microsoft Outlook, Word, and Excel. 
• Excellent organization, accuracy, and attention to detail.
• Ability to manage multiple assignments and changing priorities. 
• Ability to maintain confidentiality and exercise professional judgment.
• Willingness and ability to learn new software and technical processes. 

Preferred  

• Associate or bachelor’s degree. 
• Experience in a CPA firm or other professional-services environment. 
• Familiarity with tax processing, electronic filing, billing, collections, audit support, or document-management systems. 
• Experience with CCH, XCM, Workflow, AutoFlow, LCvista, or similar software. 

Compensation & Benefits  

• Competitive salary based on experience 
• Health, dental, and vision insurance 
• 401(k) with firm contribution 
• Generous PTO and paid holidays 
• Firm-sponsored professional development and training 

Purvis Gray is an Equal Opportunity Employer. We welcome all qualified applicants and do not discriminate based on race, color, religion, sex, age, national origin, disability, veteran status, gender identity, or any other protected status.