CPA Firm Administrative Assistant

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