Admin Assistant​/Receptionist

About our Client:

Dental CPA is seeking a reliable, detail-oriented Administrative Assistant to support our growing accounting and advisory practice focused on dental professionals. This role is ideal for someone who is tech-savvy, organized, and comfortable learning new software quickly — someone who enjoys client communication and keeping daily office operations running smoothly. This is not a bookkeeping role;
Quick Books Online is used only for basic tasks like connecting bank feeds, so no bookkeeping or data entry experience is required.

Key Responsibilities

• Manage client communication and follow-up
• Answer phones and manage emails professionally
• Organize and track client documents
• Assist with onboarding new clients
• Support accountants with administrative tasks
• Follow up on missing paperwork and signatures
• Maintain organized digital and office files
• Help coordinate internal office operations
• Assist with document collection and organization for accounting and tax projects
• Connect and manage bank feeds in Quick Books Online (no bookkeeping or data entry required)
• Prepare reports, spreadsheets, and correspondence
• Coordinate with team members to ensure timely completion of client deliverables
• Handle sensitive financial and client information with confidentiality

Qualifications

• Previous administrative assistant or office support experience preferred
• Strong technology skills and comfort learning new software/platforms quickly
• Basic familiarity with Quick Books Online a plus (used only for connecting bank feeds — no bookkeeping needed)
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office and Google Workspace
• High attention to detail and accuracy
• Professional demeanor and dependable work ethic
• Accounting or dental/medical office experience is a plus

Measures of Success

• Accuracy and timeliness, particularly during peak deadlines
• Ability to adapt to shifting priorities and maintain quality during tax season
• Proficient use of technology and quick adoption of new tools
• Positive contribution to team culture through collaboration and reliability

What Dental CPA Offers

• PTO, 401K Matching, Health Insurance
• Competitive compensation based on experience
• Supportive and professional team environment
• Opportunity for growth within a specialized CPA practice
• Stable, full-time position in a collaborative office setting