CPA Firm Administrative Assistant

Experience working in a professional office environment is a plus, and experience in accounting or a CPA firm is helpful—but we’re also excited to meet someone with the right attitude, willingness to learn, and desire to grow with our firm. As our firm continues to grow, there are opportunities to learn, take on new responsibilities, and become a valued member of a team that truly cares about its clients and each other.

Administrative Assistant

Join a Well-Established, Growing Local CPA Firm

Are you organized, detail-oriented, and someone who enjoys being part of a team? We’re looking for an Administrative Assistant to join our well-established local CPA firm as we continue to grow. This is an exciting opportunity to become an important part of a professional, friendly team while helping keep our client service and day-to-day operations running smoothly.

In this role, you’ll work closely with our team and clients, helping manage the administrative and processing side of client engagements. You’ll play a key role in keeping projects organized, deadlines on track, and client communications moving forward.

What You’ll Do

• Serve as a friendly and professional point of contact for incoming and outgoing client communications, including email, phone, and client portals
• Organize and maintain accurate digital and physical client files
• Assist with engagement letters, organizers, and new client onboarding
• Support billing, invoicing, and other administrative requests
• Assemble, organize, and process tax return files for CPA review and filing
• Upload, label, and manage tax documents within our document management systems
• Track tax return status, e-filings, acknowledgments, and client approvals
• Assist with extensions, organizers, and post-filing client correspondence
• Help keep internal processes organized and deadlines on track
• Maintain the highest standards of confidentiality and follow firm procedures and compliance requirements

What We’re Looking For

We're looking for someone who is dependable, organized, detail-oriented, and enjoys helpingothers. The ideal candidate is comfortable managing multiple priorities, communicates professionally, and take spride in doing things accurately and efficiently.

Experience working in a professional office environment is a plus, and experience in accounting or a CPA firm is helpful—but we’re also excited to meet someone with the right attitude, willingness to learn, and desire to grow with our firm.

Why Join Us?

You’ll be joining a well-established local CPA firm with a strong reputation and an exciting future. As our firm continues to grow, there are opportunities to learn, take on new responsibilities, and become a valued member of a team that truly cares about its clients and each other.

If you’re looking for a position where your organizational skills make a real difference and you can grow alongside a successful local firm, we’d love to hear from you!

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