CPA Firm Administrative Assistant

The Administrative Assistant supports day-to-day firm operations while managing the administrative and processing lifecycle of client engagements. This role is essential to maintaining organized client records, meeting deadlines, and ensuring smooth internal workflows.

The Administrative Assistant supports day-to-day firm operations while managing the administrative and processing lifecycle of client engagements. This role is essential to maintaining organized client records, meeting deadlines, and ensuring smooth internal workflows.

• Manage incoming and outgoing client communications (email, phone, portals)
• Organize and maintain digital and physical client files
• Assist with engagement letters, organizers, and client onboarding
• Support billing, invoicing, and document requests as needed
• Assemble, organize, and process tax return files for review and filing
• Upload, label, and manage tax documents in document management systems
• Track return status, e-filings, acknowledgments, and client approvals
• Assist with extensions, organizers, and post-filing correspondence
• Maintain strict confidentiality and compliance with firm procedures
• Experience in a professional office is ideal

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