Administrative Assistant

Join our growing CPA firm as a Client Services & Office Coordinator. This key role supports client service, office operations, document management, billing, and administrative functions while helping ensure a seamless experience for clients and staff.

Responsibilities:

• Serve as the first point of contact for clients by phone, email, and in person.
• Coordinate meetings, calendars, and client communications.
• Prepare and organize tax returns, financial statements, and client documents.
• Manage electronic records and maintain a paperless filing system.
• Track deadlines and support workflow during busy tax seasons.
• Assist with client onboarding, billing, collections, and basic bookkeeping.
• Maintain client databases, CRM systems, and practice management software.
• Support office operations, vendor coordination, and supply management.
• Assist with recruiting, onboarding, and other HR-related administrative tasks.
• Help implement technology solutions and process improvements.

Qualifications:

• 2+ years of administrative, client service, or office management experience.
• Strong organizational and communication skills.
• Proficiency with Microsoft Office and business software systems.
• Experience in a CPA, accounting, financial services, or professional services environment preferred.
• Ability to manage multiple priorities while maintaining attention to detail and confidentiality.