Administrative Assistant

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

Manage front-office operations, including phone calls, emails, scheduling, and client inquiries

Maintain calendars for partners and managers, including meetings, deadlines, and firm events

Prepare, organize, and maintain client files (physical and electronic)

Assist with document preparation, scanning, e-filing, and secure delivery to clients

Coordinate mail, FedEx/UPS, and government correspondence

Serve as a primary point of contact for clients with professionalism and discretion

Assist with client onboarding, engagement letters, and required documentation

Track client deliverables, deadlines, and workflow status

Follow up with clients for missing information as directed by the tax team

Assist with invoicing, billing schedules, and payment follow-ups

Coordinate with partners and managers on billing approvals

Maintain records related to retainers, payments, and client balances

Support firm compliance processes (licenses, renewals, insurance, CPE tracking, etc.)

Assist HR and management with onboarding, offboarding, and internal documentation

Maintain office supplies, vendor coordination, and general office organization

Help implement firm procedures, policies, and administrative systems

Work with accounting and document management systems (e.g., tax software portals, secure file sharing)

Assist with basic troubleshooting and coordination with IT support when needed

Maintain confidentiality and data security at all times

2+ years of administrative or office support experience (CPA firm, law firm, or professional services preferred)

Strong organizational and time-management skills

Excellent written and verbal communication skills

High level of professionalism, discretion, and attention to detail

Proficiency with Microsoft Office (Outlook, Word, Excel) and document management systems

Experience working in a CPA firm, tax firm, or professional services environment

Familiarity with tax season workflows and deadlines

Experience with billing, invoicing, or client portals

Ability to multitask and prioritize under pressure

Reliable, proactive, and solution-oriented

Client-focused with a service mindset

Comfortable working independently and as part of a team

Adaptable and positive during peak workload periods

Competitive compensation (hourly or salary, based on experience)

Stable, professional work environment

Opportunity for growth and expanded responsibilities

Supportive leadership and collaborative team culture

• Commitment to building one of the best firms to work for