CPA Firm Administrative Assistant Job at Fouts & Morgan CPAs, Memphis, TN

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  • Fouts & Morgan CPAs
  • Memphis, TN

Job Description

Job Description

Job Description

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
  • Experience in a professional office is ideal

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Job Tags

Work at office

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