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CPA Administrative Assistant

United States, Rochester · Job Posted March 01, 2026
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Job Description

We are seeking a highly organized and detail-oriented Administrative Assistant with prior experience in a CPA firm or tax environment. This role will support office operations and provide essential administrative assistance to our accounting and tax team. The ideal candidate has a background in tax preparation, compliance documentation, or direct experience in a public accounting setting.

Job Responsibility

  • Provide comprehensive administrative support to tax and accounting professionals, including scheduling meetings, managing calendars, and handling correspondence
  • Prepare, edit, and format tax documents and client communications
  • Maintain confidential client files, tax records, and ensure compliance with firm and regulatory policies
  • Assist in onboarding new clients and manage client data entry into practice management systems
  • Coordinate deadlines and assist with electronic filing of tax returns and other financial documents
  • Track deliverables and proactively communicate status updates to team members and clients
  • Support billing operations, time entry, and invoice processing
  • Assist with compiling data for tax filings and client projects as requested
  • Maintain up-to-date knowledge of basic tax terms, compliance requirements, and industry best practices

Requirements

  • Minimum 2 years of prior experience in a CPA firm, tax office, or similar accounting environment
  • Strong knowledge of tax terminology, general tax documents, and filings
  • High proficiency with MS Office (Word, Excel, Outlook)
  • Excellent organizational, multitasking, and communication skills
  • Discretion with confidential information and strong attention to detail
  • Ability to work in a fast-paced, deadline-driven environment

Nice to have

Experience with tax and document management software

What we offer

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

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