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Administrative Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Mateo

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Robert Half is working with a busy CPA firm seeking a highly organized and dependable Administrative Assistant to support their tax services during peak tax season. This role is critical to keeping client workflows, documentation, and deadlines running smoothly. The ideal candidate thrives in a fast-paced professional environment, communicates clearly with clients, and has experience working with CCH tax and practice management systems.

Job Responsibility:

  • Serve as the first point of contact for clients via phone, email, and in-person interactions, delivering a professional and welcoming experience
  • Manage client intake, document tracking, and workflow using CCH (Axcess / ProSystem fx / Practice Management)
  • Assemble, process, and route tax returns and supporting documentation accurately and efficiently
  • Maintain electronic and physical filing systems in compliance with firm and regulatory standards
  • Track tax return statuses and ensure deadlines are met during peak season
  • Coordinate with accountants and tax preparers to support day-to-day operations
  • Schedule client appointments and manage calendars as needed
  • Assist with e-filing, engagement letters, extensions, and client correspondence
  • Handle administrative tasks including scanning, data entry, mailing, and billing support

Requirements:

  • Previous administrative experience in a CPA firm or professional services environment preferred
  • Familiarity with CCH tax software strongly preferred
  • Strong attention to detail and ability to manage high volumes of work accurately
  • Excellent organizational, time-management, and communication skills
  • Comfortable working under tight deadlines in a seasonal, high-pressure environment
  • Proficiency with Microsoft Office (Outlook, Word, Excel) and document management systems
  • Professional demeanor with a strong commitment to confidentiality
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 07, 2026

Employment Type:
Fulltime
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