Senior Administrator, RFH Outsourcing
Aprio•Conyers, GA
•Hybrid
About The Position
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Administrator to join their dynamic team.
Requirements
- High school diploma or equivalent; additional certification in office management is a plus
- Proven experience as an administrative assistant or relevant administrative role (required)
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
- Strong interpersonal and communication skills, both written and verbal
- Discretion and confidentiality when handling sensitive information
- Detail-oriented with a commitment to accuracy
- Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines
- Ability to multitask and prioritize tasks effectively
- Proactive and able to anticipate the needs of the executives
- Ability to adapt to changing priorities
- Ability to work independently and as part of a team
- Ability to work in a fast-paced environment
- Ability to always maintain a high level of professionalism
- Consistently demonstrates high-quality work and strong working relationships
- Ability to work a flexible schedule and overtime as needed
Nice To Haves
- Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
- Familiarity with tax-related processes and procedures (preferred)
- Familiarity with CRM tools, preferably HubSpot (preferred)
- Familiarity with CCH Axcess, CaseWare, and CCH Workflow (preferred)
Responsibilities
- Provide support to multiple partners and directors; work independently, proactively manage workloads, and track project timelines
- Plan and coordinate various meetings and departmental events (virtual and in-person), including invitations, space reservations, catering/food service, hotel accommodations, and ground transportation
- Handle sensitive and confidential business matters with discretion; support special projects and process improvements as assigned
- Collaborate closely with other administrative assistants to coordinate coverage and complete shared projects
- Serve as a liaison between executives, internal teams, clients, and external stakeholders; build and maintain strong client/vendor relationships and deliver exceptional service
- Prepare, edit, and track engagement letters with accuracy and attention to detail
- Complete client setup forms for new clients and engagements
- Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
- Proofread and prepare client and agency correspondence, including response letters to the IRS and other tax authorities
- Maintain due-date tracking and reporting to ensure timely responses and filings with the IRS and other tax authorities
- Coordinate receipt of signed e-file authorizations and follow up to obtain missing forms required for e-filing
- Support tax return delivery when not handled by the centralized delivery team
- Create, revise, and design PowerPoint presentations for various purposes
- Generate and analyze reports using various programs; build Excel reports using intermediate formulas, charts, and graphs
- Perform data management, maintenance, and cleanup across department applications and trackers
- Scan, organize, and file client documents; consolidate records to maintain orderly digital and physical files
- Act as a change agent for implementing new processes within the department and guide team members accordingly
- Assist with office administrative functions/events/front office coverage
- Perform additional duties and ad-hoc tasks as assigned to support team and executive objectives
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
