Key Responsibilities

• 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. 

• 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.