GRF is seeking a dedicated, experienced, and highly organized Administrator to support our tax department in managing the day-to-day operations and ensuring the success and continued growth of our For-Profit Tax practice.

Summary of Responsibilities:

You will play a crucial role in enabling our director to effectively lead our team, manage client relationships, and grow our business. You will be responsible for providing comprehensive administrative and practice management support to ensure the practice’s success and operational efficiency.

Requirements

• Organize and maintain records, documents, and reports.
• Handle incoming phone calls, department emails, inquiries, and requests.
• Assist with business development/sales follow up correspondence.
• Assist in preparing client-facing engagement documentation, including but not limited to contracts, proposals, and invoices.
• Assist with due date reports.
• Enter new client information into appropriate software.
• Assist with job rollovers.
• Work with the accounting department to share financial data.
• Organize and coordinate internal and external meetings, including client meetings and training sessions.
• Plan and manage events and outings, when necessary.
• Maintain accurate and up-to-date contact information for all For-Profit Tax clients.
• Prepare and analyze data for reporting and decision-making purposes.
• Handle ad-hoc tasks and projects as assigned by the Director.

Qualifications (Education, Experience and Certifications):

• 4-year degree in business or equivalent.
• 2 years minimum experience an executive assistant or similar role, preferably in the technology or accounting/finance industry.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Forms).
• Prior work in a tax department or collating department at an accounting firm is a positive.

Knowledge, Skills, and Abilities:

• High degree of professionalism and confidentiality.
• Exceptional written, oral, and interpersonal communication skills.
• Excellent organizational and time-management skills.
• Entrepreneurial attitude: self-motivated, self-directed.
• Ability to adapt to a fast-paced environment and handle multiple tasks concurrently.
• Open minded; desire to learn.
• Quick thinker; creative problem solver.
• Willingness and ability to travel as needed for on-site training and conferences.
• Detail oriented, strong analytical, numerical, planning and reasoning abilities.
• Ability to work independently.

This job description does not list all the duties of the job. You may be asked by the Director to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Benefits

This is a full time position. Our office is located 2 blocks from the metro. Our benefits include a 401(k) plan, paid individual medical and a culture that fosters flexibility and career development. We look forward to hearing from you!