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Experienced CPA Firm Administrative Assistant

Position Summary

We are seeking an Administrative Assitant to join our Tax Department. This position will report to the Operations Manager.

About the Opportunity

This is a full-time position with the opportunity for advancement within the firm for the right fit. The position offers full benefits including medical, dental, 401k, flexible spending, gym reimbursement, PTO.

Responsibilities include:

  • Assemble tax returns – print, staple, create cover letters, and attach correct envelopes
  • Scan, Print, mail, and track client organizers and engagement letters
  • Track project completion dates in Project Management software
  • Maintain client contact information in Practice Management software
  • Export data from database to Excel to create reports
  • General administrative duties include but not limited to: filing, answering phones, contacting vendors, scheduling appointments, correspondence
  • Maintain copiers by keeping stocked, distributing faxes, replacing toner, basic user maintenance, fixing paper jams, calling technicians when necessary
  • Assist other admin staff in maintaining Kitchen
  • Schedule and set up/break down meetings
  • Assist with busy season catering and special events
  • Processing billings, posting bills and payments
  • Look up invoices, track payments in Practice Management software
  • Other duties as assigned


  • Detail oriented, accuracy over speed
  • Understanding of tax forms and related deadlines (i.e., know that a 1040 is for individuals and that its deadline is April 15th and if extended its new deadline is Oct 15th, etc)
  • Computer skills: Intermediate skills for Microsoft Office and Adobe,
  • Professional and diplomatic client and internal communications
  • Experience and knowledge to use judgement and make decisions

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