Administrative Assistant with Growth Oriented CPA firm

Colorado Business CPA, LLC•Greenwood Village, CO

1d•Onsite

About The Position

This role is for an Administrative Assistant in a growth-oriented CPA firm. Unlike typical administrative roles, this position offers a front-row seat to how businesses operate, with the opportunity to be the person who keeps everything moving. The work has a significant impact on the firm's success. The role involves managing client interactions, ensuring deadlines are met, and handling various administrative tasks. It provides an opportunity to learn how a professional services firm operates from the inside out.

Requirements

Strong communication skills.
Excellent writing skills.
Attention to detail; ability to catch things others miss.
Proactive and self-motivated; ability to do work right the first time without constant supervision.
Desire to take on real responsibility quickly.
No prior tax or accounting knowledge is needed, as learning will be provided.

Nice To Haves

Frustration with jobs that don't ask much of them.
Genuine care about how things turn out.

Responsibilities

Own the front desk operations, including managing phones, visitors, and creating positive first impressions.
Manage calendars, scheduling, and conference room logistics.
Draft and manage client correspondence, including welcome, engagement, and exit letters.
Oversee the document management system, including scanning, filing, and retrieving confidential records.
Coordinate the client onboarding process from beginning to end.
Support accounts receivable and collections follow-up.
Assist in planning client events and appreciation touchpoints.
Write, edit, and proofread various business documents.