Seasonal Administrative Assistant

*** PLEASE NOTE - THIS IS A SEASONAL POSITION WITH AROUND 40+ HOURS PER WEEK, STARTING ASAP THROUGH OCTOBER 30, 2026! OPEN TO FULLY REMOTE WORKING PACIFIC TIME HOURS***

Our Seasonal Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. You will provide a variety of clerical and administrative services to our team. Your can-do attitude and organizational skills help you complete assigned tasks efficiently and with an attention to detail to ensure our work is of the highest quality.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices in 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Organize, scan, file, and upload documents to project software, document storage systems, and web portals.
• Assemble tax returns and prepare financial statements in both paper and PDF formats, ensuring accuracy and proper organization.
• Upload tax returns into document storage systems and arrange files for signature pages, multiple state filings, and tax estimates.
• Utilize strong Adobe skills to edit, combine, bookmark, and organize PDF documents.
• Easily learn and adapt to new technology and work across multiple systems.
• Create, track, and manage projects within computer systems; organize and maintain physical and digital files for staff.
• Perform data entry assignments across a variety of software systems; proficiency in Microsoft Office required.
• Execute detailed procedures for each step of projects and internal processes with a high level of accuracy.
• Communicate professionally with clients via email and phone; schedule meetings with staff as needed.
• Demonstrate strong attention to detail, analytical skills, and the ability to manage multiple priorities with a flexible and positive attitude.

• Professional office experience 1 yr +, proficient with Microsoft Office suite.
• Advanced knowledge of Adobe Acrobat for creating, editing, and organizing PDF documents.
• Attention to detail and ability to multi-task
• Excellent verbal and written communication skills
• Independent worker and learner, willingness to take on new tasks
• Ability to self-manage projects, proactive problem solving, analytical skills
• Ability to learn, understand and utilize new technology systems quickly