Operations & IT Administrative Assistant

If you want to be an important part of a team and make an impact in business or the community, SST Accountants & Consultants is your place. Each year, we select new team members for growth, not attrition, and your work makes a difference from day one on the job. Our philosophy is to hire and retain associates that develop the knowledge and experience to become future leaders of the firm.

SST Accountants & Consultants has a 25-year history of providing attractive opportunities for tax, audit, and consulting professionals. From offices in North Dallas and Arlington, Texas, our not not-too-big, not-too-small firm serves clients across the nation. We specialize in accounting and consulting for nonprofit organizations and career schools & colleges, yet also serve a diverse clientele of businesses and individuals.

Operations & IT Administrative Assistant

This role provides essential administrative support to the firm’s operations and technology functions. The Operations & IT Administrative Assistant assists with firm financial processes, compliance tracking, and technology initiatives, ensuring accurate recordkeeping and smooth execution of firm projects. The ideal candidate is detail-oriented, exhibits ownership and accountability, and is eager to learn both administrative and IT-related workflows.

• 2–3+ years in an administrative or support role (public accounting firm experience preferred).
• Familiarity with software (e.g., Intacct, Nexonia, CCH Axcess, etc.) is a plus.
• High school diploma or equivalent required.

Success Metrics / KPIs

• Timely follow-up on assigned tasks, with progress communicated proactively to managers.
• Maintains accuracy in AP/expense coding, invoicing, and collections entries.
• Completes month-end reporting and reconciliations accurately within established timelines.
• Tracks state licensing and CPE requirements with no lapses or compliance issues.
• Provides clear and effective assistance during software implementations and training sessions.
• Adapts quickly to new systems and workflows, demonstrating reliability in both finance and IT tasks.
• Positive feedback from Operations and IT leadership gathered via informal quarterly check-ins or annual review.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat.
• Experience with digital filing and document management systems.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple tasks with accuracy and timeliness.
• Professional, dependable, and able to maintain confidentiality.
• Strong written and verbal communication skills.
• Willingness to learn new technologies and support IT-related tasks.

Attributes for Success

• Keeps financial, compliance, and technology tasks accurate and on schedule.
• Comfortable adapting to new systems, tools, and workflows.
• Maintains accuracy in both finance and IT documentation.
• Works seamlessly with operations, finance, and IT teams.
• Handles shifting priorities and peak workloads calmly and effectively.

Key Responsibilities:

• Perform AP/expense coding timely, based on instructions by partners and managers.
• Accurately prepare WIP application and additional billing invoices according to the monthly calendar.
• Assist with collections by preparing statements and tracking outstanding balances.
• Support month-end reporting, including reconciliations in firm management and other systems.

Compliance & Licensing Support

• Track and maintain state licensing records for the firm and staff.
• Monitor and log continuing professional education (CPE) hours for compliance.
• Assist with software implementations, including scheduling, documentation, and user support.
• Provide training assistance for staff on new software and tools.
• Support system updates, ensuring proper communication and smooth adoption.

General Operations Support

• Maintain organized digital and paper records in accordance with firm policies.
• Collaborate with operations leadership to support ongoing initiatives.
• Assist in preparing reports, presentations, and other documentation as needed.
• Additional responsibilities as assigned.
• Crosstrain in other departments or duties to assist the team during peak business and PTO.

We’re not just looking for bodies to fill chairs. We’re looking for people who care about using their accounting education to grow with us, and have a rewarding career and lifestyle.