Benefits:

Simple IRA - matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

We’re looking for an Administrative Assistant who excels at managing client relationships, handling communications, and keeping our office running smoothly.

Key Responsibilities:

Serve as the friendly, professional first point of contact for clients and potential clients via phone and in-person

Act as a gatekeeper, managing access and information flow to leadership and team members

Manage calendars and schedule meetings efficiently

Handle incoming calls, emails, and inquiries with excellent communication skills

Prioritize and track duties

Learn new tools, software, and procedures quickly to improve office efficiency

Maintain organized records and assist with general office tasks as needed

Qualifications:

Professional demeanor and high comfort level handling client communications

Strong organization, multitasking and time management abilities in a fast-paced environment

Critical thinking skills

Comfortable learning new systems and adapting to changing priorities

Technologically proficient

Reliable and able to work weekdays from 8am-4:30pm (extra hours may be required during tax season)

Previous work in a CPA office/administrative role (preferred)

Bachelor's Degree (preferred)

What We Offer

Competitive salary

Generous PTO, sick time

Health/Dental/Vision

Retirement plan with company match

Collaborative and supportive work environment

Opportunities for professional growth and skill development

Meaningful role where your contribution directly impacts client satisfaction and team efficiency