Administrative Skills, Billing, Certified Public Accountant (CPA), Document Management, Onboarding, Organizational Skills, Record Keeping, Returns Processing, Tax Returns, Time Management
The Administrative Assistant supports day-to-day firm operations while managing the administrative and processing lifecycle of client engagements. This role is essential to maintaining organized client records, meeting deadlines, and ensuring smooth internal workflows.
- Manage incoming and outgoing client communications (email, phone, portals)
- Organize and maintain digital and physical client files
- Assist with engagement letters, organizers, and client onboarding
- Support billing, invoicing, and document requests as needed
- Assemble, organize, and process tax return files for review and filing
- Upload, label, and manage tax documents in document management systems
- Track return status, e-filings, acknowledgments, and client approvals
- Assist with extensions, organizers, and post-filing correspondence
- Maintain strict confidentiality and compliance with firm procedures
- Experience in a professional office is ideal
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