Administrative Assistant - CPA Firm

Administrative Assistant

The Administrative Assistant plays a key role in supporting both the client experience and daily operations at TD Consulting Group.

• Greet clients that come into the office, answer phones, direct calls and inquiries
• Assist clients with portal access, e-signatures, and tax return delivery
• Monitor outstanding items and follow up proactively
• Provide professional, responsive, and client-focused service
• Maintain clear communication and accurate expectations throughout the client experience

• Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures
• Support administrative operations as needed
• Support team members during both standard and peak tax seasons

• Process payments and record transactions in AR software

• Clients receive timely, professional communication
• Projects remain organized and visible within firm systems
• Team members can rely on accurate documentation and coordination

Successful candidates are organized, dependable, and curious. Additionally, a successful candidate is resourceful and focused on serving our team and clients at the highest level. Must be interested in career growth within the firm.

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
• Comfortable learning and working in several software programs throughout the day to complete tasks.
• Strong organizational and time-management skills
• Excellent written and verbal communication
• High attention to detail and strong follow-through
• Professionalism, sound judgment, and problem-solving abilities
• Ability to manage multiple priorities and work both independently and collaboratively
• Experience in public accounting, tax, financial services, legal, or other professional services environments preferred

At TD Consulting Group, we believe exceptional client service starts with exceptional people. Team members are trusted with meaningful responsibility, encouraged to contribute ideas, and supported in their professional growth.

We value accountability, communication, teamwork, and continuous improvement while maintaining a collaborative and supportive environment focused on delivering high-quality service to our clients.

• Competitive pay based on experience and contribution
• Bonuses
  • 48+ Bonus:
    Any hours worked in excess of 48 per week are paid at your hourly rate. This bonus is paid monthly with regular wages.
  • Client Referral Bonus:
    You will receive 15% of collections (adjusted for realization) for the first three years on each new client referred. This is paid with Payroll in May of each year.
  • Employee Referral Bonus:
    Refer an employee and receive a $2,500 bonus after they complete 90 days of employment.
• Time Off
  • Vacation: 120 hours annually, accrued monthly. (Prorated initially)
  • Sick Leave: 40 hours annually, provided in lump sum at the start of each year. (Prorated initially)
  • Paid Holidays (12 total):
    New Year's Day, The Friday after the April deadline, Memorial Day, Independence Day, Labor Day, The Friday after the October deadline, The Wednesday before Thanksgiving, Thanksgiving Day, The Friday after Thanksgiving, Christmas Eve, Christmas Day, and one discretionary day set by the firm each year.
  • Flex Time:
    Flex time lets you step away for occasional appointments without using sick or vacation, as long as the time is made up in the same Sunday-to-Saturday workweek.
  • Half-Day Fridays:
    From the second Friday in May through the second Friday in August, the office closes at noon on Fridays, giving the option to work a compressed schedule while still…