We’re looking for a detail-oriented, reliable Administrative Assistant to join our CPA firm and help keep our office operations running smoothly. This is a great opportunity to work in a professional, fast-paced environment supporting accountants, bookkeepers, and clients.
Key Responsibilities:
Greet and assist clients via phone, email, and in person
Manage calendars, schedule appointments, and coordinate meetings
Organize and maintain digital and paper files
Handle incoming and outgoing mail and document scanning
Track client deliverables and follow up on outstanding items
Assemble tax returns, financial statements, and other client reports
Maintain office supplies and coordinate with vendors
Assist with billing, time entry, and basic bookkeeping support (as needed)
Maintain confidentiality and comply with firm procedures and professional standards
Requirements:
2+ years of administrative experience (experience in a CPA or professional services firm is a plus)
Excellent verbal and written communication skills
Strong organizational and multitasking abilities
Proficiency with Microsoft Office Suite (Word, Excel, Outlook); experience with document management systems or practice management software is a plus
Professional demeanor and client-service mindset
Ability to work independently and as part of a team
Position Details:
Location: on-site
Schedule: Full-time (Mon–Fri; seasonal overtime during tax season is required)
Start Date: Immediate opening
If you thrive in a professional setting and enjoy supporting a busy team, we want to hear from you!
Experience:
Customer service: 3 years (Preferred)
Principals only. Recruiters, please don't contact this job poster.