Administrative Assistant II

Administrative Assistant II

The Opportunity:

At Frost, our Administrative Assistants play a pivotal role in providing top-level support to our CPA practice. You'll 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.

• 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.

• 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.

• 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.

• 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 Frost's 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.