Customer Service / Administrative Support Position

We are a full-service Certified Public Accounting firm offering tax, audit, consulting, and business advisory services to clients in a wide variety of industries. Due to our continued growth, we are constantly seeking talented individuals to join our team of professionals in providing superior client services. This position will allow you to grow and develop with a wide variety of projects and services. We offer training and education opportunities and provide prospects for advancement.

The Administrative Assistant supports the firm’s daily operations, HR processes, and financial functions — with a specific focus on accounts receivable and client billing. This is a high-visibility role, critical to ensuring timely cash flow and efficient back‑office operations in a fast‑paced public accounting firm.

Support the Firm Administrator in day-to-day firm operations

Assist with onboarding, maintaining employee records, and benefits administration

Maintain accurate records of receivables using firm software (e.g., Monitor A/R aging reports and follow up on past‑due accounts

Process client payments and apply them correctly to accounts

Assist in month‑end reporting and reconciliations

Communicate with clients regarding billing inquiries and payment status

Coordinate with CPAs and partners to ensure billing accuracy

The Administrative Assistant is a member of the Firm Administrative team, reporting to the Firm Administrator and the departmental operations leaders.

Minimum 2 years previous experience in firm billing/receivables preferred, and/or business accounting, administration.

Bachelor’s degree or equivalent experience in Accounting, Finance or related field preferred.

Experience with accounting or practice management software preferred (e.g., Excellent client service skills.

Advanced knowledge of accounting principles and billing software.

Strong knowledge of Microsoft Office Suite (Word, Excel, Outlook).

Discretion and professionalism when handling confidential client and firm information.

Prolonged periods sitting at a desk and working on a computer.

Paid Holidays

Summer Hours

Health Insurance

Health Savings Account

Dental Insurance

Life and Disability Insurance

Referral Bonus

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