Abrar Admin

Thoerner & Toma

<div><div><div><b>Benefits:</b></div>
<ul><li>401(k)</li>
<li>Health insurance</li>
<li>Paid time off</li>
</ul></div><div><div><b>Benefits/Perks</b></div>
<ul><li>Competitive Compensation</li>
<li>Paid Time Off</li>
<li>Career Growth Opportunities</li>
</ul><div><b>CPA Firm &ndash; Accounting &amp; Tax Services</b><br>
</div><div>Position Summary<br>
</div><div>We are excited to announce the opening of our <b>Honolulu office</b> and are currently looking for the <b>right person</b> to join our growing team. This is a great opportunity for a motivated professional who values excellence, collaboration, and long-term growth to be part of a firm committed to serving clients at the highest level.<br>
</div><div>Key Responsibilities<br>
</div><div>Administrative &amp; Office Support<br>
</div>Manage front-office operations, including phone calls, emails, scheduling, and client inquiries<br>
<ul><li>
</li>Maintain calendars for partners and managers, including meetings, deadlines, and firm events<br>
<li>
</li>Prepare, organize, and maintain client files (physical and electronic)<br>
<li>
</li>Assist with document preparation, scanning, e-filing, and secure delivery to clients<br>
<li>
</li>Coordinate mail, FedEx/UPS, and government correspondence<br>
<li>
</li></ul><div>Client &amp; Firm Coordination<br>
</div>Serve as a primary point of contact for clients with professionalism and discretion<br>
<ul><li>
</li>Assist with client onboarding, engagement letters, and required documentation<br>
<li>
</li>Track client deliverables, deadlines, and workflow status<br>
<li>
</li>Follow up with clients for missing information as directed by the tax team<br>
<li>
</li></ul><div>Billing, Invoicing &amp; Payments<br>
</div>Assist with invoicing, billing schedules, and payment follow-ups<br>
<ul><li>
</li>Coordinate with partners and managers on billing approvals<br>
<li>
</li>Maintain records related to retainers, payments, and client balances<br>
<li>
</li></ul><div>Compliance &amp; Firm Operations<br>
</div>Support firm compliance processes (licenses, renewals, insurance, CPE tracking, etc.)<br>
<ul><li>
</li>Assist HR and management with onboarding, offboarding, and internal documentation<br>
<li>
</li>Maintain office supplies, vendor coordination, and general office organization<br>
<li>
</li>Help implement firm procedures, policies, and administrative systems<br>
<li>
</li></ul><div>Technology &amp; Systems<br>
</div>Work with accounting and document management systems (e.g., tax software portals, secure file sharing)<br>
<ul><li>
</li>Assist with basic troubleshooting and coordination with IT support when needed<br>
<li>
</li>Maintain confidentiality and data security at all times<br>
<li>
</li></ul><div>Qualifications<br>
</div><div><b>Required:</b><br>
</div>2+ years of administrative or office support experience (CPA firm, law firm, or professional services preferred)<br>
<ul><li>
</li>Strong organizational and time-management skills<br>
<li>
</li>Excellent written and verbal communication skills<br>
<li>
</li>High level of professionalism, discretion, and attention to detail<br>
<li>
</li>Proficiency with Microsoft Office (Outlook, Word, Excel) and document management systems<br>
<li>
</li></ul><div><b>Preferred:</b><br>
</div>Experience working in a CPA firm, tax firm, or professional services environment<br>
<ul><li>
</li>Familiarity with tax season workflows and deadlines<br>
<li>
</li>Experience with billing, invoicing, or client portals<br>
<li>
</li>Ability to multitask and prioritize under pressure<br>
<li>
</li></ul><div>Personal Attributes<br>
</div>Reliable, proactive, and solution-oriented<br>
<ul><li>
</li>Client-focused with a service mindset<br>
<li>
</li>Comfortable working independently and as part of a team<br>
<li>
</li>Adaptable and positive during peak workload periods<br>
<li>
</li></ul><div>What We Offer<br>
</div>Competitive compensation (hourly or salary, based on experience)<br>
<ul><li>
</li>Stable, professional work environment<br>
<li>
</li>Opportunity for growth and expanded responsibilities<br>
<li>
</li>Supportive leadership and collaborative team culture<br>
<li>
</li><li>Commitment to building one of the best firms to work for</li></ul></div></div>

Administrative Assistant

Join Thoerner & Toma and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Thoerner & Toma

About Company

Administrative Assistant