Office Administrator
Listed on 2026-01-06
-
Administrative/Clerical
Office Administrator/ Coordinator -
Accounting
Office Administrator/ Coordinator
About Berndt CPA LLC
Berndt CPA LLC is a three-time Top 5 Small Business - Wisconsin State Journal Top Places to Work honoree. We pride ourselves on being a collaborative, people‑first firm where team members feel supported, valued, and empowered to grow. As we continue on a strong growth trajectory, we are seeking team members who bring initiative, problem‑solving ability, and a desire to contribute to improving our internal operations.
Aboutthe Role
We are looking for a highly organized, proactive, and tech‑savvy Office Administrator to support the daily operations of Berndt CPA LLC and our sister company, Stelios Payroll. This role goes beyond traditional administrative work—it's a key position that supports cross‑department communication, helps eliminate workflow bottlenecks, and contributes to improving how our firm operates as we grow.
If you enjoy being the "go‑to" resource, thrive in a professional services environment, and love bringing order, efficiency, and initiative into your work, this role is a great fit.
Key Responsibilities Client & Front Office Support- Serve as the first point of contact for clients—both in person and over the phone.
- Provide a warm, professional client experience and assist with intake documents and general inquiries.
- Manage incoming/outgoing mail, deliveries, and secure document handling for tax and payroll clients.
- Support accountants, partners, and payroll specialists with daily administrative needs.
- Assist with client onboarding for both tax and payroll services.
- Maintain organized electronic filing systems using SharePoint and Microsoft 365.
- Assist with tax season operations, including assembling tax returns, coordinating e‑signatures, and tracking client deliverables.
- Support Stelios Payroll with administrative tasks such as collecting client information, maintaining records, and assisting with payroll‑related documentation.
- Coordinate workflows between tax, payroll, accounting, and admin teams to keep projects moving and reduce bottlenecks.
- Monitor task queues and deadlines, flagging issues early, and keeping team members accountable to timelines.
- Assist leadership in maintaining smooth office operations through proactive problem‑solving.
- Identify opportunities to streamline administrative processes and help implement efficiency improvements.
- Serve as an internal resource for office technology tools—helping troubleshoot or guide team members on basic system usage.
- Support documentation and ongoing development of internal procedures, checklists, and workflows as the firm grows.
- Experience working in a professional services office (CPA firm, law firm, consulting, financial services, or similar).
- Strong proficiency in SharePoint, Microsoft 365, and technology‑driven office tools.
- Excellent written and verbal communication skills.
- Strong organizational skills and reliability in managing multiple tasks and deadlines.
- High attention to detail with a client‑centered mindset.
- Professional, friendly demeanor that supports a positive team culture.
- Ability to anticipate needs and proactively solve problems without waiting for instruction.
- Strong aptitude for learning new software quickly and helping others adopt new tools.
- Experience supporting workflow‑heavy environments with multiple departments.
- Prior experience in a CPA or payroll service setting.
- Full‑time Monday‑Friday schedule.
- Weekend hours required January through April to support tax season and payroll deadlines (schedule provided in advance).
- A supportive and collaborative team environment.
- Leadership that values input and invests in professional growth.
- Opportunities to take on more responsibility as we scale.
- Recognition as one of the Top 5 Small Business Workplaces three years running.
- A culture that balances professionalism with approachability.
- 2025‑Top Workplaces‑Small Business‑Wisconsin State Journal
- 2025‑Best Places to Work‑Small Business‑Madison Magazine
- 2025‑Best Accounting Firm to Work For‑Accounting Today
- 2024‑People's Choice Awards‑Best Accounting Firm
- 2024‑Top Workplaces‑Small Business‑Wisconsin State Journal
- 2024‑Best Places to Work‑Small Business‑Madison Magazine
- 2024‑In Business Executive Choice Award‑Accounting Firm
- 2024‑Best Accounting Firm to work For‑Accounting Today
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).