CPA firm dedicated to providing quality tax and accounting services to individuals and businesses. We pride ourselves on delivering personalized solutions and maintaining long-lasting client relationships. We are looking for a highly organized and detail-oriented Administrative Assistant to join our team in a part-time capacity, with the potential to transition into a full-time role.
As the firm's Administrative Assistant, you will be responsible for ensuring smooth office operations, bookkeeping, and supporting the firm's day-to-day operational activities.
Key responsibilities:
- Handle phone calls, emails, and client inquiries, directing them to the appropriate staff members as needed
- Assist in scheduling client meetings, staff meetings, and managing the owner's calendar.
- Help onboard new clients by setting up their access to the firm's systems
- Process client billing and invoicing, and follow up on overdue accounts when necessary
- Ensure that client records and documents are properly filed, organized, and kept secure
- Perform light bookkeeping for certain clients, ensuring accurate reporting of financial transactions
- Assist with preparing financial information for CPA tax preparation and review
Qualifications:
Required:
- Proven experience in bookkeeping and office management, preferably in a CPA firm or similar environment
- Proficiency with QuickBooks Desktop and Quickbooks Online
- Excellent organizational skills and attention to detail
- Ability to manage time effectively and handle multiple tasks simultaneously
- Strong communication skills, both verbal and written
- Intermediate to advanced skills in Microsoft Office Suite (Word, Excel, Outlook)
Preferred:
- Prior experience working with CPA firms or financial institutions
- Knowledge of tax filings and financial reporting requirements
Work Schedule:
- Initially part-time, 20 hours each week during off-peak season, 30-40 hours each week during peak season, with flexibility.
- Opportunity for growth into a full-time role based on performance and firm needs.