CPA Administrative Assistant Job at Robert Half (Rochester)

Seasonal Administrative Assistant

ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for som...

Location

United States , Lubbock

Salary:

Not provided

ATLAS Navigators, LLC

Expiration Date

Until further notice

Requirements

Strong knowledge of computer software and programs
Friendly and social demeanor with excellent interpersonal skills
Ability to multitask and remain organized in a fast-paced environment
Strong problem-solving skills and a proactive mindset
Excellent written and verbal communication
Professionalism and attention to detail
Willingness to learn new tools and systems
Flexible, team-oriented attitude
Ability to manage shifting priorities and meet deadlines
Alignment with the company’s Mission, Vision, and Values

Job Responsibility

Utilize Microsoft Office tools, including Word and Excel, regularly
Operate firmwide software systems and manage multi-line phone systems
Greet and interact with clients professionally
Manage appointment scheduling and calendar coordination
Prepare and send outgoing mail
make occasional post office trips
Oversee general office upkeep, maintain inventory, and order supplies
Generate and distribute weekly reports
Assign incoming projects and assist in tracking progress
Scan, file, and assemble tax returns and client reports

What we offer

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program

Office Administrator

Be the operational backbone of a respected regional CPA firm. Lead administrativ...

Location

United States , Cherry Hill

Salary:

75000.00 USD / Year

Alloy Silverstein

Expiration Date

Until further notice

Requirements

Proven experience in office management or administrative leadership
Previous experience in a CPA firm, financial services, or other professional services setting (preferred)
Strong leadership and delegation skills
Highly organized with strong attention to detail
Clear and professional communication, both written and verbal
Strong proficiency with Microsoft Office (Word, Excel, Outlook)
Discretion and integrity when handling confidential information
Flexibility and a positive attitude

Job Responsibility

Oversee and coordinate day-to-day office operations and administrative procedures
Supervise and schedule a team of administrative assistants
Ensure the office environment is fully functional—manage supplies, vendor relationships, equipment
Maintain and implement office policies
Coordinate firm calendars, meeting logistics, and room scheduling
Process daily client payments and deposits, reconcile accounts
Partner with accounting staff to assist with client onboarding, billing, and workflow tracking
Handle internal HR administrative functions such as onboarding paperwork and benefits coordination
Support firm-wide communications and internal event coordination

What we offer

Structured transition period and training
Professional growth and work-life balance
Recognized regional leader with strong firm culture

Fulltime

Assistant Controller

We are in the search for a meticulous Assistant Controller to be part of our cli...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in a similar role within the Credit Union or banking industry
Proficiency in accounting functions is required
Proven experience in auditing is necessary
Familiarity with Accounting for Mortgage Bankers (AMB) software is a must
Experience in creating and managing an annual budget is expected
Knowledge and experience in managing a general ledger is essential
Certified Public Accountant (CPA) credential is required

Job Responsibility

Oversee the maintenance and processing of data used in the asset and liability model
Assist in the development and maintenance of all financial reporting including month-end, Board reports, Asset-Liability Committee reports, and regulatory and annual audits
Participate actively in the budget process, including the collection, development, and formalization of required data
Oversee the review and reporting of mortgage accounting activities, including accrued interest, service fees, portfolio inventory, and recordkeeping of loan sales and payoffs
Assist in maintaining a highly motivated, well-trained staff and evaluate job performance to ensure quality of work and service to members and staff
Analyze, document, and make recommendations related to lines of business, products, or services as needed
Oversee the Investment Accounting and Administration
Assist with the development and maintenance of financial and statistical metrics as defined in the organization's strategic plan
Aid in coordinating critical activities required during a disaster recovery event
Oversee accounting and review of all AES/PHEAA/Student Choice/Lendkey loan reporting

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Assistant Controller

Archer is an aerospace company based in San Jose, California building an all-ele...

Location

United States , San Jose

Salary:

195840.00 - 244800.00 USD / Year

Archer Aviation

Expiration Date

Until further notice

Requirements

Bachelor’s or master’s degree in accounting or finance
CPA required
12+ overall years of progressive accounting experience
Strong background in managing stock admin, payroll, revenue operations and accounts payable functions across multiple jurisdictions
Deep subject matter expertise in above areas, with the ability to independently acquire knowledge for complex new issues and execute resolutions
Highly collaborative to work with cross functional teams (legal, HR, IT, Supply Chain etc) and a proven leader and can drive cross functional initiatives
Excellent problem-solving, analytical, and communication skills
Strong knowledge of accounting principles (GAAP) and SoX controls
Proficiency in platforms like SAP, Fidelity, ADP etc and advanced Excel skills

Job Responsibility

Stock Administration: Ensure proper processing and accounting for equity grants, stock options, vesting schedules, exercises, and stock buybacks. Collaborate with HR and Legal to ensure compliance with tax laws and accounting standards related to equity compensation
Payroll Management: Oversee payroll processing for employees across multiple jurisdictions, ensuring compliance with local laws, tax regulations, and corporate policies
Accounts Payable Operations: Lead the accounts payable function, ensuring timely payments to vendors and contractors while maintaining strong vendor relationships
Revenue Operations: Manage the accounting for revenue, ensuring timely and accurate billing, revenue recognition, and reporting in accordance with company policies
International Expansion: Lead the accounting for international subsidiaries and expansion initiatives, ensuring compliance with local statutory requirements
Support and drive global key initiatives including system implementations, global controls and compliance
Support the integration of new business initiatives or international operations into the company's financial systems
SoX Compliance, Operational Excellence & Continuous Improvement: Serve as the SOX lead for the controllership function. Work with internal and external auditors to ensure the controls framework is effective and manage quarterly and annual SOX reporting requirements
Identify and drive continuous improvement opportunities to enhance financial processes, streamline workflows, increase efficiency and automation

Fulltime

Administrative Assistant

We are currently seeking an experienced Administrative Assistant who can add val...

Location

United States , East Brunswick

Salary:

55000.00 - 68000.00 USD / Year

WilkinGuttenplan

Expiration Date

Until further notice

Requirements

Minimum 3+ years of administrative experience
CPA or professional services firm experience preferred
Must be flexible with hours and available to work some overtime as needed
Mandatory 3 day in office work week
Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines)
Strong attention to detail, proofreading, and problem-solving skills
Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease
Ability to maintain a professional demeanour in a fast-paced, deadline-oriented environment
Ability to exercise complete confidentiality while working with sensitive information
Energetic team player with a positive attitude

Job Responsibility

Assemble and process tax returns for both electronic and hard copy delivery to clients
Compose and continuously update client proposals and engagement letters
Arrange spreadsheets and miscellaneous reports as requested
Assist with drafting new client forms
Assist with processing of engagement letters
Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing)
Draft Power of Attorney, Installment Agreements, etc
Process 1099’s
Process IT 204 LL’s
E-Filing

What we offer

Remote work flexibility
competitive salary and benefits package
Unlimited Work Options
generous PTO
Medical
Dental
Vision
401(k)
Summer Fridays
collaborative work environment strongly committed to your professional growth and success

Fulltime

Operations Specialist

Our recent growth has led to a new opportunity for an Operations Specialist to s...

Location

United States , Omaha

Salary:

Not provided

Bland & Associates, P.C.

Expiration Date

Until further notice

Requirements

Possess at least 1 year of experience in an administrative or operations position such as an Administrative Assistant, Office Assistant, Operations Assistant, Logistics Coordinator, or similar role
Experience in a CPA firm or professional services environment preferred
Strong organizational skills and attention to detail
Comfortable working in multiple systems and learning new technology
Clear, professional written and verbal communication skills
Ability to manage deadlines and shifting priorities
Familiarity with accounting or tax software (QuickBooks, NetSuite, CCH Axcess, CaseWare, Box, etc.) and basic understanding of accounting or business operations preferred
Candidates must pass a background check as part of the hiring process

Job Responsibility

Coordinate onboarding of new clients, including gathering documentation, setting up systems, and ensuring a smooth handoff to service teams
Manage client offboarding by organizing records, finalizing access, and ensuring data privacy standards are met
Track onboarding/offboarding progress and support continuous process improvements
Assist with invoicing and billing for your assigned department
Review time entries, generate invoices, and help monitor accounts receivable
Support timely and accurate billing during peak periods
Serve as a primary point of contact for client operational questions within your department
Maintain organized, accurate client records and documentation
Assist other Operations Team members during high-volume periods
Help track deadlines, coordinate projects, and support department workflows

What we offer

Award Winning Culture
Flexible work environment
Unlimited paid time off
Dress for your day
Excellent benefits, including ESOP and additional retirement plan options
18-month internal leadership program (BLING)
Staff Advisory Board
Bland Cares
Cross-functional training opportunities

Fulltime

Administrative Assistant

Robert Half is working with a busy CPA firm seeking a highly organized and depen...

Location

United States , San Mateo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Administrative assistant

Robert Half is working with a busy CPA firm seeking a highly organized and depen...

Location

United States , San Mateo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

CPA Administrative Assistant

Robert Half

Location:
United States , Rochester

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 01, 2026

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