A well-established CPA firm specializing in ultra-high net worth clients is seeking a professional and detail-oriented Administrative Assistant to join their small, collaborative team. This 100% onsite role is ideal for someone who thrives in a fast-paced office environment and excels at managing the tax process from an administrative perspective. If you're organized, Excel-savvy, and a strong communicator who can juggle multiple priorities with ease, we’d love to hear from you!

Duties:

• Prepare, proofread, and format correspondence and other documents.
• Maintain databases, spreadsheets, project trackers, etc.
• Ensure completeness, accuracy, and timeliness of workflows.
• Provide overflow and backup support for other team members.
• Order and maintain all office inventory including supplies and equipment.
• Maintain calendars and schedules.
• Maintain client contact via phone and email.

Requirements:

• Intermediate to advanced proficiency with all Microsoft applications – especially Microsoft Word & Excel.
• Basic knowledge of tax forms is desirable.
• Associates or Bachelor’s degree in business, accounting, or related field a plus.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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