Seasonal Administrative Assistant

• 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
• Maintain paper and electronic filing systems
• track E-file authorization forms
• Create and send invoices
• collect and process client payments
• Perform other duties as assigned to support firm operations

• 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
• Willingness to work occasional weekends during peak tax season
• High School Diploma or GED required, some college preferred
• At least 1 year of experience in a similar administrative role preferred

Previous experience at a CPA firm