Administrative Assistant

Description

• •Provide administrative support to partners, managers, and accounting staff.
• •Prepare, edit, proofread, and format correspondence, reports, financial statements, and other client documents.
• •Schedule meetings, manage calendars, and coordinate appointments.
• •Answer and direct incoming phone calls and greet clients professionally.
• •Coordinate client communications and maintain positive client relationships.
• •Maintain electronic and physical filing systems in accordance with firm policies.
• •Assist with engagement setup, document organization, and workflow tracking.
• •Process incoming and outgoing mail, courier deliveries, and electronic document transmissions.
• •Assist with tax return assembly, financial statement preparation, and client deliverables.
• •Handle sensitive client and firm information with the highest degree of confidentiality.
• •Monitor office supplies and coordinate vendor orders.
• •Maintain confidential client records and comply with firm security and privacy procedures.
• •Provide backup administrative support for other team members as needed.
• •Perform other administrative duties assigned by management.

Requirements

• •Associate degree or equivalent experience preferred.
• •3–5 years of administrative experience, preferably in a CPA firm, accounting firm, legal office, or other professional services environment.
• •Excellent written and verbal communication skills.
• •Strong organizational and time management abilities.
• •High level of accuracy and attention to detail.
• •Ability to maintain confidentiality and exercise sound judgment.
• •Strong customer service skills.
• •Ability to prioritize multiple deadlines in a fast-paced environment.

Technical Skills

• •Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• •Adobe Acrobat
• •Document management software
• •Electronic filing systems
• •Microsoft Teams or similar collaboration platforms
• •Familiarity with tax and accounting software is a plus (e.g., CCH, Thomson Reuters, or Drake Software)

Core Competencies

• •Organization and planning
• •Professional communication
• •Client service orientation
• •Problem-solving
• •Team collaboration
• •Adaptability
• •Dependability
• •Confidentiality and ethics
• •Initiative
• •Attention to detail

Physical Requirements

• •Prolonged periods of sitting and computer use.
• •Ability to lift and carry up to 25 pounds occasionally.
• •Ability to move throughout the office to assist staff and clients.