We are a growing accounting firm focused on providing high-quality service to our clients. We value organization, communication, and efficiency, and we’re looking for an Administrative Assistant to help keep our operations running smoothly. Position will be 30 hrs/week with ability to scale up to 40 hrs/week from February to April.
Key Responsibilities
- Manage and organize client communications (email and phone)
- Support client onboarding processes and engagement letters
- Maintain and update client records in practice management software
- Assist with scheduling meetings and tracking deadlines
- Organize digital files (tax documents, payroll and bookkeeping documents, etc.)
- Follow up with clients for missing documents and information
- Provide general administrative support to the accounting team
Qualifications
- Strong organizational and time-management skills
- Clear written and verbal communication
- Comfortable working with technology and cloud-based systems
- High attention to detail and accuracy
- Ability to manage multiple tasks and deadlines
- Prior administrative experience preferred (accounting or professional services is a plus)
Preferred (Not Required)
- Experience with Karbon, Ignition, or similar tools
- Familiarity with basic accounting terms or workflows
- Experience working with client documents (tax, payroll, financials)
What We Offer
- Flexible work environment
- Supportive and team-oriented culture
- Opportunity to grow within an accounting firm
Benefits:
Work Location: In person
