Administrative Assistant – Tax & Office Support

Job Description: Administration

Job Status: Full-Time, M-F 8am-4:30pm, Seasonal Tax Season Hours

Location: Dubuque, IA

Who We Are:

At BAC Certified Public Accountants, we value professionalism, teamwork, and reliability. Tax season is busy and fast-paced, but we support one another and work together to serve our clients well.

BAC is a local, fast growing, energetic CPA firm committed to doing things differently. We understand that if you do what you’ve always done, you’re going to get the results you already had. Our growth potential is unlimited and we are expanding all the time. BAC is an advanced technology practice that specializes in advisory support, controllership functions, vision planning, business and individual tax, payroll services, and much more! Goal setting is important to the team. We thrive on helping you be the best version you can be. Passion is required, drive is a must, and maintaining our culture is incredibly important. Fun is a commonly used word in our office, and we appreciate laughter! Success to BAC is defined by you and our clients achieving their goals and making dreams come true. We’ve got your BAC!

BAC Certified Public Accountants is seeking a dependable, detail-oriented Administrative Assistant to support our front desk operations and tax preparation team. This role is essential during tax season and remains a key part of our team year-round.

The ideal candidate is organized, professional, comfortable working in a fast-paced environment during tax season, and enjoys supporting both clients and staff. The Primary Purpose of this position is to provide administrative support including preparing correspondence, reports, assembly, billing, and general office support activities.

You’d be preforming the following tasks:

Front Desk & Client Support

• Greet clients in a professional and welcoming manner
• Answer and route incoming phone calls
• Schedule appointments and manage calendars
• Process incoming and outgoing mail
• Maintain clean and organized reception area
• Assisting clients in getting great answers with positive experience

Tax Season Support (January–April)

• Assemble completed tax returns (paper and electronic copies)
• Organize client documentation
• Scan and upload tax documents
• Track return workflow and ensure timely delivery
• Assist preparers with administrative tasks
• Work extended hours as needed during peak season

Year-Round Office Support

• Maintain client files and records
• Assist with billing and light bookkeeping tasks (if applicable)
• Provide general administrative support to partners and staff
• Produces correspondence, reports, and other documentation; file documents, maintain and track tasks, sends and receives facsimile transmissions, etc.
• Provides back-up telephone support for departments when needed
• Process invoices and billings; and maintains records
• Maintain CPE tracking and classes, work with team on updated research material
• Maintains adequate supply inventory; orders supplies as needed.
• Performs other duties as assigned.

Qualifications

• Prior administrative or office experience preferred
• Experience in a CPA firm or tax office is a plus
• Strong attention to detail
• Excellent organizational skills
• Professional communication skills (in person and on phone)
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to handle confidential information responsibly
• Willingness to work extended hours during tax season
• High school diploma or GED required., Associates Degree Preferred
• Excellent oral and written communication, including presentation skills
• Analytical and interpretive skills
• Good interpersonal skills
• Ability to work in a team environment
• Ability to meet or exceed Performance Competencies

Work Schedule

• Full-time, year-round position
• Standard office hours outside of tax season
• Extended hours required during tax season (January–April), including some evenings and possible Saturdays

Benefits

• Paid time off
• Paid holidays
• Retirement plan
• Stable, year-round employment
• Group Health Insurance, Dental and Vision insurance, Life Insurance, etc.
• Generous recharging (vacation) policy, holiday time off and occasional remote working solutions
• Competitive pay based on experience and fit

Sound like a fit? APPLY NOW or submit your resume to: hr@cpa-bac.com. At BAC, you’re not just another employee, WE are a team and together we have each other’s BAC!

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Are you available to work extended hours (including some evenings and Saturdays) during tax season (January–April)?
• Have you worked in a CPA firm, tax office, or other financial services office before?
• Are you comfortable assembling detailed documents and ensuring accuracy?

Education:

• Associate (Preferred)

Experience:

• Administrative: 1 year (Required)

Ability to Relocate:

• Dubuque, IA 52002: Relocate before starting work (Required)

Work Location: In person