Ensure that client onboarding and offboarding, accounting support, and tax season administrative workflows are handled flawlessly, freeing accountants and partners to focus on billable work and ensuring clients have a smooth, professional experience.

Outcomes (Success Metrics):

1. Accounting Support: All client bank statements are downloaded and organized monthly; accountants have access to the necessary documents without follow-up.
2. Tax Season Admin: Organizers, missing information, and deadlines tracked; internal workflows completed with minimal partner oversight.
3. Manage Client Onboarding & Offboarding. 100% of client onboarding and offboarding activities are promptly handled per SOP
4. Partner & Staff Relief: Partners and accountants report reduced interruptions for routine administrative tasks.

Competencies (Skills/Abilities):

• Highly organized, detail-oriented, and process-driven
• Strong follow-through and ability to manage tasks independently
• Comfortable with Microsoft 365, PDFs, practice management systems, and accounting system
• Professional communication and client-facing demeanor
• Maintains confidentiality and handles sensitive data responsibly

Culture Fit:

• Takes ownership and accountability
• Reliable within part-time hours
• Team-first, service-oriented mindset
• Calm under seasonal pressure or workflow spikes

Hours & Schedule:

• Part-time, 20–25 hours per week
• Flexible schedule with additional support during tax season

How to Apply:
Submit your resume and brief cover letter highlighting relevant administrative experience and your interest in supporting a CPA firm.

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