Description

We are a professional CPA firm seeking a dependable, organized, and detail-oriented Administrative Accounting Assistant to join our team. This position combines administrative responsibilities with accounting-related support and is ideal for someone who has prior accounting or bookkeeping experience and enjoys working in a professional, client-focused environment.

The successful candidate will be comfortable working with financial information, managing multiple priorities, communicating with clients, and providing administrative support to accountants and other team members. Previous accounting experience is required.

Key Responsibilities

Provide administrative and accounting support to CPAs and staff

Assist with bookkeeping, data entry, account reconciliations, and other accounting-related tasks

Organize and maintain client financial records and documentation

Assist with preparation and processing of tax-related and accounting documents

Communicate professionally with clients by phone and email

Request and follow up on documents and information needed from clients

Schedule appointments and maintain calendars

Prepare correspondence, reports, spreadsheets, and other documents

Scan, organize, file, and securely maintain confidential client records

Assist with billing, accounts receivable, and payment processing as needed

Provide front-office support, including answering phones and greeting clients

Support the firm during tax season and other high-volume periods

Perform additional administrative and accounting duties as assigned

Requirements

Qualifications

Previous accounting, bookkeeping, or similar financial experience required

Experience working in a CPA, accounting, bookkeeping, tax, or professional-services office preferred

Working knowledge of basic accounting principles and terminology

Proficiency with Microsoft Excel, Word, Outlook, and general office technology

Experience with QuickBooks and/or accounting or tax software is a plus

Strong organizational skills and exceptional attention to detail

Ability to prioritize tasks and meet deadlines in a fast-paced environment

Strong written and verbal communication skills

Professional and courteous approach to client service

Ability to handle confidential financial and personal information with discretion

Dependable, self-motivated, and able to work both independently and as part of a team