Administrative Assistant
Administrative Assistant Location: On-Site Schedule: Monday-Friday, 9:00 AM - 5:00 PM during training and onboarding. Opportunity to transition to a flexible four-day workweek (Monday-Thursday, 10-hour days) after successful training. Compensation: ($45,760-$49,920 annually) About the Opportunity Our client, a well-established CPA and business advisory firm, is seeking an experienced Administrative Assistant to provide critical support during a period of organizational transition and the implementation of a new client management system. This Administrative Assistant will serve as the central point of communication for clients and staff while helping maintain smooth daily operations. The ideal Administrative Assistant is organized, technology-savvy, customer-service focused, and enjoys taking ownership of projects. This role offers the opportunity to work closely with firm leadership and contribute to process improvements that will have a lasting impact on the organization. Administrative Assistant Responsibilities Client Communication & Support Answer incoming client phone calls and emails Respond to routine client inquiries regarding bookkeeping, payroll, tax, and administrative matters Route complex questions to the appropriate team member Follow up with clients regarding outstanding requests and documentation Maintain a professional, responsive, and positive client experience Administrative Assistant Duties – Internal Coordination Communicate with team members through Slack, email, and virtual meeting platforms Coordinate requests and projects between departments Assist with workflow management and task tracking Support scheduling and administrative coordination efforts Document Management Scan, upload, organize, and maintain digital client files Sort and categorize documents within cloud-based systems Maintain accurate electronic client records Ensure documentation is properly attached to client accounts and tasks Administrative & Operations Support Complete administrative tasks using established procedures and SOPs Assist with client onboarding and record maintenance Support bookkeeping, payroll, and tax teams with administrative projects Help maintain and update workflows within the firm's new client management platform Assist with recurring monthly, quarterly, and annual administrative processes Identify opportunities for process improvements and efficiencies Qualifications for the Administrative Assistant Previous administrative, office support, or customer service experience Excellent written and verbal communication skills Strong organizational and time management abilities Ability to manage multiple priorities and deadlines High attention to detail and accuracy Comfortable learning new software and technology platforms Self-motivated with the ability to work independently Proficiency with Microsoft Office Suite (Outlook, Word, Excel) Preferred Qualifications QuickBooks Online experience Bill.com experience Slack experience Canopy Tax experience UltraTax experience Experience working within an accounting, tax, bookkeeping, payroll, or professional services environment Company Culture This team offers a collaborative, supportive, and easy-going environment where employees are encouraged to take ownership of their work. The organization values accountability, positive attitudes, and strong client service. Business casual attire, including jeans, is acceptable. Why This Administrative Assistant Opportunity? This Administrative Assistant role is ideal for someone who enjoys being the "go-to" person in an office, thrives in a fast-paced environment, and wants to make a meaningful impact during an exciting transition period. The Administrative Assistant will work directly with leadership while gaining exposure to accounting, tax, payroll, and business advisory operations. INJUN2026
