Administrative Assistant with Growth Oriented CPA firm

Colorado Business CPA, LLC•Greenwood Village, CO

3d•$22 - $28•Onsite

About The Position

This role is for an Administrative Assistant in a growth-oriented CPA firm. The position offers a unique opportunity to be involved in real business decisions and understand how a professional services firm operates from the inside out. The ideal candidate will have a significant impact on the firm's success and will not just be answering phones, but will be integral to keeping operations running smoothly. The role covers a wide range of responsibilities, providing a chance to learn about tax and accounting from the ground up, with potential for promotions into these areas after one year.

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.
Willingness to learn about tax and accounting.

Nice To Haves

Early in career and looking for a place to grow professionally.
Interest in a front-row seat to how businesses actually run.

Responsibilities

Manage the front desk, including answering phones, greeting visitors, and making a positive first impression.
Maintain calendars, schedule appointments, and manage 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 activities.
Write, edit, and proofread various business documents.