Job Description

A small, collaborative CPA firm (10–12 people) is seeking a reliable and detail-oriented Administrative Assistant to support daily operations in a fast-paced professional services environment. This role is especially critical during tax season and requires someone who can stay organized, communicate effectively, and provide a high level of client service.

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Key Responsibilities:

• Serve as the first point of contact for clients via phone, email, and in-person interactions
• Manage scheduling, calendars, and appointment coordination
• Assist with document collection, organization, and client follow-ups during tax season
• Support administrative workflows including filing, data entry, and record management
• Coordinate with internal staff to ensure smooth day-to-day operations

Qualifications:

• Prior experience in a professional services environment (CPA firm, law firm, xywuqvp financial services, etc.) preferred
• Strong communication and interpersonal skills with a client-facing mindset
• Highly organized with the ability to manage multiple priorities in a fast-paced setting
• Proficiency in Microsoft Office; experience with tax or accounting software is a plus

Job Tags

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