Administrative Assistant

• Coordinate meeting schedules, manage calendars, and help keep leadership and staff appointments organized
• Maintain accurate digital and physical records by filing, retrieving, and updating client documents as needed
• Support tax and accounting workflows by assembling documents, scanning materials, and preparing files for processing
• Monitor outstanding client paperwork and follow up to help ensure required information is received on time
• Draft and distribute engagement letters, routine correspondence, and other client-facing administrative documents
• Handle incoming and outgoing mail, packages, and deliveries while keeping office operations running smoothly
• Assist with invoicing, billing support, and basic bookkeeping-related administrative tasks
• Track office supply levels and help maintain a clean, orderly, and well-organized workspace
• Provide day-to-day administrative assistance to team members based on business needs and deadlines

• At least 3 years of administrative support experience, preferably within a detail-focused services environment
• Strong organizational skills with the ability to manage detailed work accurately
• Clear written and verbal communication skills for working with clients and internal staff
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook
• Experience with filing and scanning documents in a structured office environment
• Ability to handle multiple assignments effectively and meet deadlines in busy periods
• Sound judgment, discretion, and a commitment to maintaining confidentiality
• Familiarity with tax or accounting software is helpful but not required

Familiarity with tax or accounting software

• Medical, vision, dental, and life and disability insurance
• Company 401(k) plan