Administrative Assistant

Key Responsibilities

\n
• Provide administrative support to partners, managers, and accounting staff.
\n
• Prepare, edit, proofread, and format correspondence, reports, financial statements, and other client documents.
\n
• Schedule meetings, manage calendars, and coordinate appointments.
\n
• Answer and direct incoming phone calls and greet clients professionally.
\n
• Coordinate client communications and maintain positive client relationships.
\n
• Maintain electronic and physical filing systems in accordance with firm policies.
\n
• Assist with engagement setup, document organization, and workflow tracking.
\n
• Process incoming and outgoing mail, courier deliveries, and electronic document transmissions.
\n
• Assist with tax return assembly, financial statement preparation, and client deliverables.
\n
• Handle sensitive client and firm information with the highest degree of confidentiality.
\n
• Monitor office supplies and coordinate vendor orders.
\n
• Maintain confidential client records and comply with firm security and privacy procedures.
\n
• Provide backup administrative support for other team members as needed.
\n
• Perform other administrative duties assigned by management.
\n

Requirements

\n
• Associate degree or equivalent experience preferred.
\n
• 3–5 years of administrative experience, preferably in a CPA firm, accounting firm, legal office, or other professional services environment.
\n
• Excellent written and verbal communication skills.
\n
• Strong organizational and time management abilities.
\n
• High level of accuracy and attention to detail.
\n
• Ability to maintain confidentiality and exercise sound judgment.
\n
• Strong customer service skills.
\n
• Ability to prioritize multiple deadlines in a fast-paced environment.
\n

Technical Skills

\n
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
\n
• Adobe Acrobat
\n
• Document management software
\n
• Electronic filing systems
\n
• Microsoft Teams or similar collaboration platforms
\n
• Familiarity with tax and accounting software is a plus (e.g., CCH, Thomson Reuters, or Drake Software)
\n

Core Competencies

\n
• Organization and planning
\n
• Professional communication
\n
• Client service orientation
\n
• Problem-solving
\n
• Team collaboration
\n
• Adaptability
\n
• Dependability
\n
• Confidentiality and ethics
\n
• Initiative
\n
• Attention to detail
\n

Physical Requirements

\n
• Prolonged periods of sitting and computer use.
\n
• Ability to lift and carry up to 25 pounds occasionally.
\n
• Ability to move throughout the office to assist staff and clients.
\n

Salary Description
\n $18.00 - $23.00