Senior Administrator, RFH Outsourcing

Aprio•Conyers, GA

11d•Hybrid

About The Position

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Administrator to join their dynamic team. This role will provide executive and operational support to multiple partners and directors, client and engagement support, tax and compliance operations support, and reporting, data, and records management. The Senior Administrator will also act as a change agent for implementing new processes within the department and assist with office administrative functions. Aprio is a Top 20 CPA and advisory firm with a significant U.S. and international presence, known for its strong culture and growth opportunities.

Requirements

High school diploma or equivalent
Proven experience as an administrative assistant or relevant administrative role
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
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

Additional certification in office management is a plus
Previous experience in a similar role within the financial, legal, or professional services industry
Familiarity with tax-related processes and procedures
Familiarity with CRM tools, preferably HubSpot
Familiarity with CCH Axcess, CaseWare, and CCH Workflow

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