CPA Firm Administrator

Executive Recruiter | Public Accounting | Business Management | Focused on Scalable Team Building in Entertainment & Accounting

Base pay range: $75,000.00/yr - $/yr

• Manage the front‑end of the tax return process, including seasonal kickoff communications, organizers, document requests, scanning, and Sure Prep input and verification.
• Track and update client tasks within workflow systems to move work through preparation, review, and completion.
• Manage the back‑end of the tax process, including return assembly, e‑filing, acknowledgments, workpaper organization, and client delivery.
• Coordinate with tax preparers, reviewers, and seasonal staff to ensure timely and accurate filings.
• Continuously document and refine tax workflows to improve efficiency and consistency.

• Serve as the primary front‑line contact for client communications (in person, phone, and email).
• Field client questions, determine when CPA involvement is required, and ensure timely follow‑up.
• Proactively communicate deadlines, document needs, next steps, and upcoming meetings.
• Conduct client check‑ins to support service quality and gather feedback.
• Communicate the firm’s value proposition clearly and professionally to clients and prospects.

• Serve as the point person for all new client intake and onboarding.
• Screen incoming inquiries using standardized intake criteria to ensure service and fee alignment.
• Set up new clients across firm systems, portals, and tax software.
• Send proposals, engagement letters, welcome communications, and document requests.
• Ensure a smooth, professional onboarding experience that establishes long‑term client relationships.

• Maintain the client master list, task templates, and administrative workflows.
• Oversee firm‑wide calendars, due‑date tracking, and recurring client communications.
• Ensure internal task statuses, priorities, and workflows are clearly documented and visible.
• Support client work where applicable, including payroll coordination, sales and use tax, and bill pay.
• Assist in developing and maintaining templates for communications, engagement letters, and workflows.

• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills with confidence in client interactions.
• Ability to manage multiple workflows, deadlines, and priorities simultaneously.
• Process‑oriented mindset with a focus on efficiency and continuous improvement.
• Comfort with technology and willingness to learn firm systems and tools.
• Professional, proactive, and service‑oriented approach.
• Prior experience in a CPA firm or professional services environment preferred.

• Seniority level:
  Associate
• Employment type:
  
  Full‑time
• Job function:
  Accounting/Auditing
• Industries:
  Staffing and Recruiting