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Administrative Assistant CPA

Ultimate LLC

Alpharetta, GA

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Analysis Skills, Artificial Intelligence (AI) Agents, Billing, Capacity Analysis, Certified Public Accountant (CPA), Communication Skills, Consulting, County Ordinances, Customer Relations, Customer Satisfaction, Data Management, Develop and Maintain Customers, Document Management, Email Management/Administration, Executive Assistant Skills , Legal, Metrics, Microsoft Office, Onboarding, Operating Systems, Operational Support, Organizational Skills, Plan Meetings, Professional Services, Project/Program Coordination, Reporting Skills, Resolve Customer Issues, Software Administration, State Laws and Regulations, Time Management, Virtualization Software, Workflow/BPM (Business Process Management) Software
LOCATION
Alpharetta, GA
POSTED
Today

Job Description

Full job description

The Administrative Assistant provides detailed, task-oriented, operational support to the Accounting Department and Managing Partner of the Firm. This role ensures the department workflows run smoothly, and that the team focuses on its highest impact priorities.

Experience Requirements

  • Administrative support experiencein a fast-paced professional services environment (CPA, legal, consulting preferred).
  • Project coordination skillswith demonstrated ability to manage multiple workstreams, deadlines, and follow-ups.
  • Strong communication abilitiesincluding drafting emails, summarizing meetings, and preparing documents with high accuracy.
  • Advanced proficiency in toolslike Microsoft Office, Google Workspace, AI Agents, scheduling platforms, task management software, and virtual communication tools.
  • Process-driven mindsetideally familiar with EOS or similar operating systems, with experience maintaining metrics, policies and procedures, and meeting cadences.
Primary Responsibilities
  • Executive Assistant Activities
Email management, meeting management, special projects, and communicating in organized, timely, and professional manner.
  • Workflow, Document Management, Data Management
Setup projects in workflow software, maintaining accuracy of client and project information, troubleshooting software, preparing reports
  • Intake and Onboarding
Setup client files, calls and correspondence with new clients, coordinate client meetings
  • Billing and Processing
Draft invoices, delivering returns to clients, and handling client billing inquiries
  • Assist with Department Analysis, Scheduling, and Client Relations

Department reporting, capacity analysis, working directly with Director and Partner, improving client relations, and coordinating client satisfaction efforts.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

Job Reference: JN -062026-424443

About the Company

U

Ultimate LLC

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