Administrative Assistant

The Administrative Assistant will play a key role in supporting our accountants and tax professionals by handling administrative tasks, managing client communication, maintaining records, and keeping the office (or virtual workspace) running smoothly. This role is essential in helping the team stay focused on serving our clients with excellence.

Key Responsibilities:
- Greet and assist clients via phone, email, and in-person
- Schedule and confirm appointments, manage calendars
- Prepare and organize client documentation for tax and bookkeeping services
- Maintain accurate and up-to-date client records in our CRM and filing systems
- Handle incoming and outgoing mail and email correspondence
- Support onboarding of new clients with welcome emails, portal access, and document requests
- Assist with preparing engagement letters, invoices, and proposals
- Provide general administrative support to the team as needed


Qualifications:
- 2+ years of administrative or office support experience (accounting/financial services preferred)
- Strong organizational and multitasking skills
- Excellent written and verbal communication skills
- High attention to detail and confidentiality
- Proficient in Microsoft Office Suite and Google Workspace
- Experience with CRM tools and accounting platforms (e.g., QuickBooks, ProConnect, or Highlevel...) is a plus

Preferred Traits:
- Professional, friendly, and client-focused demeanor
- Tech-savvy and quick to learn new systems
- Problem-solver with a can-do attitude
- Comfortable working independently and in a fast-paced environment