Administrative Assistant II
The Opportunity: At Frost, our Administrative Assistants play a pivotal role in providing top-level support to our CPA practice. Youll be responsible for managing communication with both new and existing clients, while also handling important day-to-day administrative tasks, guaranteeing smooth operations.
Your Key Responsibilities:
Assemble and process tax returns (e.g. client engagement letters, organizers, returns, extensions, and estimates). Administration of Tax Portal Access (client activation, changes, deletions, document uploads, assist clients with usage, etc.). Responsible for overall document organization, including scanning and storage of client documents. Manage tax due dates and delivery of tax deliverables. Provide administrative support to the firm by managing inbound phone calls, sending and receiving deliveries, and sorting and delivering mail. Establish positive rapport with clients to enhance client delivery support. Thorough understanding of tax preparation software (CCH Preferred). Identify problems and seek resolution through sound judgment and solid decision-making skills. Research questions and problems regarding departmental or administrative policies, procedures, information, or services, including questions which are complex in nature. Maintain the highest degree of professionalism and client confidentiality. Optimize workflow, efficiency, resources, and client satisfaction. Assist with event and meal coordination. Project management skills.
Qualifications:
High School Diploma or equivalent. Basic understanding of Microsoft Office Suite (including Word, Outlook and Excel) and Adobe Acrobat. Excellent time management skills with a proven ability to meet deadlines. Ability to work on-site, required. Excellent communication and flexibility with a willingness to learn. Availability of working 40 hours a week. During the busy season overtime will be mandatory. One to two years of work experience in public accounting is required. Experience using CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect, QuickBooks and other tax preparation and research software is preferred but not required.
Whats In It For You?
Competitive Compensation: We offer a salary that values your expertise and experience. Generous PTO: Ample paid time off to recharge and enjoy life outside of work. Comprehensive Benefits: Medical, dental, and vision programs. 401(k) Retirement: Secure your future with our robust retirement plan. Education Reimbursement: We support your continuous learning journey. Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities. Professional Memberships: We cover fees for business, civic, and professional organizations. Well-being Resources: Support for your emotional well-being. Life and Disability Insurance: Peace of mind with our paid insurance programs. Parental Leave: Paid maternity and paternity leave.
What Can You Expect?
Initial Screening: A phone call to understand your fit for the role. Panel Interviews: Engage with HR and potential colleagues to discuss your future with us. Feedback Loop: Transparent communication throughout the hiring process.
Who is Frost?Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life.
Frost, PLLC's policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates.
Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g. search firms, staffing agencies, fee-based referral services, and recruiting agencies.) Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frosts property. To be duly considered for a vendor agreement with Frost, PLLC, all formal requests must be exclusively submitted to hr@frostpllc.com. Any communication through alternative channels shall be deemed invalid for consideration.