Administrative Assistant

SNI USA

Fort Worth, TX

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JOB DETAILS

SKILLS

Accounts Receivable, Administrative Skills, Billing, Certified Public Accountant (CPA), Consulting, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Documentation, Follow Through, Onboarding, Organizational Skills, Systems Maintenance, Tax Returns

LOCATION

Fort Worth, TX

POSTED

Today

Contract-to-Hire: Administrative Assistant

Client, located near Downtown Fort Worth, TX, is looking for an Administrative Assistant for their growing CPA firm on a contract-to-hire basis. This is in-office.

Overview
Client is a growing CPA firmand seeking an Administrative Assistant / Client Concierge to support client-facing administrative processes and internal workflow coordination. This role helps keep client work moving, supports billing and workflow processes, and contributes to a smooth, professional client experience.

This position is ideal for someone who is organized, detail-oriented, and comfortable coordinating across clients, CPAs, and firm systems.

Key Responsibilities

Coordinate administrative aspects of client workflow and follow-ups
Communicate with clients on administrative, billing, and status-related matters
Process and deliver completed tax returns (portal, electronic delivery, and mail)
Create and track engagement letters and approvals
Execute new client onboarding after approval (CRM, workflow, and client systems)
Enter and apply client payments and assist with AR follow-ups
Update workflow systems and maintain accurate documentation
Flag stalled work or exceptions and escalate appropriately

Qualifications

Prior administrative or coordination experience in a professional office environment preferred
Strong organizational skills and consistent follow-through
Comfortable working across multiple systems and tracking details
Client-facing experience a plus

About the Company

SNI USA

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