Administrative Assistant

DUNLAPSLK PC•New Britain Township, PA

6d•Hybrid

About The Position

DunlapSLK is seeking a highly organized, technology-savvy, and service-oriented Administrative Assistant to support its administrative and client-service functions. The role provides front-desk and administrative support while helping professional staff process tax returns, financial statements, engagement letters, documents, and other client deliverables. It is an in-office position with some flexibility to work from home and is suited to someone who enjoys working with people and technology in a deadline-driven professional environment. Workloads vary throughout the year, so flexibility and the ability to prioritize competing deadlines are important. The schedule is 32 hours per week outside tax season and 45 or more hours per week during tax season, with additional peak-period hours, including Saturdays when needed. The role includes document scanning, organization, naming, indexing, and filing; preparing and assembling client deliverables; and handling correspondence and administrative projects. During tax season, the assistant supports extensions, tax processing, organizers, return assembly and delivery, client-document portals, and workflow tracking. The position also provides backup reception and client-service support, including handling calls, email, mail, and packages. Technology is a central part of the position. The assistant should be comfortable using computers, troubleshooting routine issues, learning new applications, and handling confidential client information securely. The role supports a professional, timely, and accurate client experience and contributes to the firm's administrative operations and continuous improvement.

Requirements

Excellent verbal and written communication skills.
Strong interpersonal and customer-service skills.
Exceptional attention to detail and accuracy.
Strong organizational and time-management skills.
Ability to prioritize multiple tasks and meet deadlines.
Strong computer and technology skills, including confidence using computers and troubleshooting routine issues.
Professional, dependable, and positive attitude.
Ability to work effectively independently and as part of a team.
Ability to adapt to changing priorities and increased workloads during tax season.
Commitment to providing an exceptional client experience.
Ability to work additional hours during peak periods, including Saturdays when necessary.
Understanding of cybersecurity, data privacy, confidentiality, and secure handling of client information.

Nice To Haves

Previous administrative, receptionist, accounting, tax, or professional-services experience.
Experience in a public accounting or tax environment.
Experience with Adobe Acrobat or similar PDF/document-management software.
Experience with electronic document-management systems and client portals.
Experience with tax or accounting software.
Experience with electronic signatures and digital workflow systems.
Familiarity with AI-assisted productivity tools.
Experience in a deadline-driven professional environment.
Experience with Microsoft 365, including Outlook, Word, Excel, Teams, OneDrive, and SharePoint.
Experience with cloud-based document-management and file-sharing systems.
Experience with digital scanning, OCR, document indexing, and electronic filing.

Responsibilities

Scan, organize, name, index, and electronically file documents.
Maintain accurate paper and electronic files in accordance with firm procedures.
Copy, assemble, and bind financial statements and other client deliverables.
Format audits, financial statements, reports, and other documents.
Prepare engagement letters and correspondence using information provided by professional staff.
Coordinate meals for shareholder lunches, special meetings, working Saturdays, and other firm events.
Perform administrative projects and other duties as assigned.
Assist with paper and electronic extensions during tax season.
Assist with tax processing and prepare and process tax organizers.
Assist with digital and paper tax-return processing, assembly, and delivery.
Upload, download, organize, and process client documents through secure electronic portals.
Track documents and workflow items to support timely completion of client deliverables.
Provide additional administrative and tax-season support as needed.
Back up the front-desk receptionist by answering and directing calls and assisting with general client inquiries.
Monitor the firm's general email inbox and respond to or route communications appropriately.
Process incoming and outgoing mail, including certified mail, FedEx, USPS, and UPS.
Prepare, track, log, and distribute client correspondence and packages.
Handle client information with attention to cybersecurity, data privacy, confidentiality, and secure use of email, cloud applications, portals, and AI-enabled tools.