Tax Administrative Assistant (CPA Firm)

We are seeking an Administrative Assistant (CPA Firm) to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

• Answer and direct inbound telephone calls in a professional and courteous manner.
• Greet and assist clients, visitors, and other onsite guests.
• Draft correspondence, client communications, and other formal documents.
• Plan and schedule appointments, meetings, and firm events.
• Monitor and distribute incoming mail, email, and faxes.
• Process, assemble, and distribute completed tax returns.
• Track tax return workflow, filing statuses, and client deliverables.
• Process and track Forms 1099 and other information returns.
• Maintain records of tax filings, deadlines, and confirmations.
• Facilitate new client onboarding, including engagement letters and required documentation.
• Set up, update, and maintain client records and contact information.
• Develop and maintain organized electronic and physical filing systems.
• Scan, organize, and archive client documents in accordance with firm procedures.
• Manage office supplies, mailings, and general office operations.
• Provide administrative support to partners and staff and perform other duties as assigned.

Qualifications:

• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• ​Strong organizational skills

Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes.

We believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.