CPA Administrative Assistant

Salary: USD
50000 - USD
50000 per year

We are looking to hire an administrative assistant for our Alpharetta location!

The Administrative Assistant provides detailed, task-oriented, operational support to the Accounting Department and Managing Partner of the Firm. This role ensures the department workflows run smoothly, and that the team focuses on its highest impact priorities.

• Administrative support experience in a fast-paced professional services environment (CPA, legal, consulting preferred).
• Project coordination skills with demonstrated ability to manage multiple work streams, deadlines, and follow-ups.
• Strong communication abilities including drafting emails, summarizing meetings, and preparing documents with high accuracy.
• Advanced proficiency in tools like Microsoft Office, Google Workspace, AI Agents, scheduling platforms, task management software, and virtual communication tools.
• Process-driven mindset ideally familiar with EOS or similar operating systems, with experience maintaining metrics, policies and procedures, and meeting cadences.

Email management, meeting management, special projects, and communicating in organized, timely, and professional manner.

Setup projects in workflow software, maintaining accuracy of client and project information, troubleshooting software, preparing reports.

Setup client files, calls and correspondence with new clients, coordinate client meetings.

Draft invoices, delivering returns to clients, and handling client billing inquiries.

Department reporting, capacity analysis, working directly with Director and Partner, improving client relations, and coordinating client satisfaction efforts.