What are the responsibilities and job description for the Office Administrator - CPA Firm position at CDA-CPA Group, PLLP?
We’re a well-established CPA firm in Coeur d’Alene, Idaho, seeking an experienced and detail-oriented Office Administrator to join our team. This position plays an essential dual role: managing the front desk and client communications while organizing and coordinating client information through our firm’s software systems. Both aspects are equally critical to the success of this position.Hours:January – April: 30–40 hours per weekMay – December: 15–20 hours per weekWe offer flexible scheduling, a professional and supportive work environment, and opportunities to develop skills in accounting support and client services.Compensation & Benefits:Competitive pay based on experienceHealth, dental, and vision insurancePaid time offSIMPLE IRA retirement planKey ResponsibilitiesServe as a first point of contact for clients—answer phones, greet visitors, and manage appointment scheduling with professionalism and careMaintain a welcoming and organized front office environment to ensure a positive client experienceManage, organize, and track client organizers, documents, and data using SafeSend, UltraTax, BigTime, and QuickBooksProcess client information and ensure accuracy, confidentiality, and compliance with firm proceduresCoordinate electronic deliverables and assist in the presentation of completed work to clientsMaintain staff and conference room calendars and assist with workflow coordinationReceive and record client payments and assist with basic administrative accounting functionsCollaborate with the professional staff to support operational efficiency throughout the yearPreferred QualificationsPrior experience in a CPA firm, accounting office, or other professional services environmentStrong organizational, multitasking, and communication skillsProficiency with SafeSend, UltraTax, QuickBooks, or similar professional software systems preferredHigh attention to detail and the ability to manage sensitive client informationProfessional demeanor and strong customer service orientationProficiency with Microsoft Office applications and Google Workspace
Salary : $20 - $24