Administrative Assistant
About The Position
Ensure that client onboarding and offboarding, accounting support, and tax season administrative workflows are handled flawlessly, freeing accountants and partners to focus on billable work and ensuring clients have a smooth, professional experience. Outcomes (Success Metrics): Accounting Support: All client bank statements are downloaded and organized monthly; accountants have access to the necessary documents without follow-up. Tax Season Admin: Organizers, missing information, and deadlines tracked; internal workflows completed with minimal partner oversight. Manage Client Onboarding & Offboarding. 100% of client onboarding and offboarding activities are promptly handled per SOP Partner & Staff Relief: Partners and accountants report reduced interruptions for routine administrative tasks.
Requirements
- Highly organized, detail-oriented, and process-driven
- Strong follow-through and ability to manage tasks independently
- Comfortable with Microsoft 365, PDFs, practice management systems, and accounting system
- Professional communication and client-facing demeanor
- Maintains confidentiality and handles sensitive data responsibly
- Takes ownership and accountability
- Reliable within part-time hours
- Team-first, service-oriented mindset
- Calm under seasonal pressure or workflow spikes
Responsibilities
- Client onboarding and offboarding
- Accounting support
- Tax season administrative workflows
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
