About Us
We are a full-service CPA firm providing accounting, auditing, taxation, financial, and business consulting services. Our collaborative and professional environment fosters teamwork and excellence, ensuring high-quality service for our clients.
Why You’ll Love Working Here
You’ll be part of a fast‑paced, well‑established CPA firm where every day brings something different — and the team has your back. Our administrative group works closely together, shares responsibilities, and supports one another during busy periods. You’ll enjoy a steady part‑time schedule, flexible summer hours, and the chance to make a real impact in a professional, team‑driven environment.
Position Overview
We are seeking a highly motivated permanent part-time administrative assistant to support our team. This role involves assisting partners, managers, and staff with administrative tasks, tax return processing, client communications, and billing.
Key Responsibilities
- Scan, organize, and manage client documents in our paperless system
- Process and assemble income tax returns and financial statements
- Assemble client tax organizers and engagement letters
- Prepare client correspondence, proposals, and reports
- Manage client interactions, including billing inquiries and document requests
- Copy and file client documents; occasional errands as needed
Requirements
- 2–3 years of experience in a professional services environment; experience in a CPA firm is a plus
- Strong proficiency in Microsoft Word and Excel
- Familiarity with tax return processing and e‑filing preferred
- Ability to download, organize, and manage data from our portal efficiently
- Strong attention to detail, confidentiality, and the ability to multitask in a fast‑paced setting
- Availability for additional hours during busy season (February–April)
Schedule & Benefits
- 20 to 25 hours per week
- Expanded hours during tax season (February–April)
- Flexible summer schedule, with potential Friday time off
- Opportunity to contribute to a dynamic and professional team environment
We are an equal opportunity employer and value diverse perspectives and experiences.
Job Type: Part-time
Pay: $23.00 - $27.00 per hour
Work Location: In person
