Administrative Assistant

We are looking for a highly organized Administrative Assistant to support daily office operations for our client's CPA firm. This position plays an important role in preparing tax and financial documents, managing electronic records, and keeping administrative processes on track during time-sensitive periods. Ideal candidate is tech savvy and brings a strong service mindset when assisting both clients and internal staff.

Responsibilities:

• Support clients with digital document collection, electronic signature steps, and basic troubleshooting related to online administrative tools.
• Digitize and organize tax documents, financial reports, and related files while safeguarding sensitive client information.
• Maintain accurate electronic filing systems with consistent naming conventions and easy access to documents for internal teams.
• Manage the electronic filing process by submitting returns, tracking acceptance status, and maintaining complete supporting records.
• Enter and update financial and administrative data tied to recurring reporting activities on a monthly, quarterly, and annual basis.
• Prepare tax return packages for individuals and businesses, confirm all required materials are included, and ready documents for delivery or electronic submission.
• Assist with payroll-related documentation, including materials associated with periodic filings and year-end forms such as W-2s and 1099s.
• Keep client records, internal databases, and administrative trackers current and accurate.
• Coordinate with technology support and help monitor software updates or technical issues affecting administrative workflows.
• Monitor office supply levels and maintain essential materials used for document processing and seasonal workload demands.
• High school diploma required; additional postsecondary education is preferred.
• At least 3 years of administrative experience, ideally within accounting, tax, financial services, or another office environment that requires strong attention to detail.
• Strong attention to detail with the ability to manage confidential information accurately and effectively.
• Proficiency with Microsoft Office Suite applications and experience working within electronic document or file management systems.
• Ability to learn new software platforms quickly and resolve routine technical issues with minimal guidance.
• Effective written and verbal communication skills paired with a client-focused approach.
• Proven ability to organize priorities, meet deadlines, and work independently in a fast-paced setting.
• Familiarity with tax return processing, e-filing, payroll reporting, or financial documentation is strongly preferred.

Compensation & Benefits:

• The targeted salary range for this position is $55K-$68K
• Healthcare Reimbursement
• 401K with Company Match
• PTO + Paid Holidays