Administrative Assistant
Job Description
Insight Global Client is seeking a detail-oriented Office Manager / Administrative Assistant to support daily office operations and a team of accounting professionals in their Columbus, Ohio office. This individual will serve as a key operational partner, managing administrative functions, coordinating client documentation, assisting with tax return processing, and helping ensure the office runs efficiently during both busy and non-peak seasons.
Day-to-Day Responsibilities
• Open and process incoming mail.
• Assemble and distribute completed tax returns.
• Prepare mailing materials and client packages.
• Process weekly bank deposits.
• Assist with W-2 and 1099 preparation during tax season.
• Prepare and distribute client engagement letters using templates and mail merge.
• Maintain client records and documentation.
• Support office operations and administrative functions.
• Troubleshoot basic technology issues including:
%CB; Printer problems
%CB; Software issues
%CB; VPN connectivity
%CB; Client portals
%CB; New computer setup
• Coordinate with software support vendors when issues arise.
Support multiple CPAs simultaneously while managing competing priorities.
