Administrative Lead​/Office Support Specialist

Administrative Lead / Office Support Specialist

Location:

Modesto

Employment Type:

Temp-to-Hire preferred Pay Range: $55,000–$60,000 annually

We are seeking a highly skilled and professional Administrative Lead to support the day-to-day operations of a busy CPA firm. This is a key office role for someone who is organized, dependable, polished, and able to manage multiple priorities in a fast-paced environment. The ideal candidate will have strong administrative experience, excellent communication skills, and the ability to work independently without needing constant direction.

This person will serve as a trusted office lead, helping keep administrative workflow moving smoothly, supporting staff, and ensuring client needs are handled accurately and professionally.

• Serve as a primary administrative and receptionist support contact for the office
• Manage incoming client communications by phone, email, and in-person with professionalism and courtesy
• Prioritize and organize tasks from multiple team members and departments
• Support management with administrative coordination and office workflow
• Handle client document intake, scanning, filing, and routing
• Upload and organize documents in Adobe PDF and Canopy
• Maintain accurate records and ensure information is routed to the proper person or department
• Assist with scheduling, calendaring, and communication through Outlook and Teams
• Support tax preparation staff and other internal teams as needed
• Help maintain an orderly, efficient, and professional office environment
• Identify issues proactively and communicate questions or concerns appropriately

• Minimum 3–5 years of administrative assistant or executive secretary experience
• Strong organizational, time management, and attention-to-detail skills
• Excellent written and verbal communication skills
• Experience supporting management and working with clients
• Ability to prioritize effectively in a busy office setting
• Professional demeanor under pressure and the ability to remain composed in a fast-paced environment
• Proactive problem-solving mindset with the ability to ask thoughtful questions and offer solutions
• Computer savvy and able to quickly learn new software and systems
• Familiarity with Outlook, Teams, Excel, Adobe PDF, Quick Books, and/or Canopy preferred
• Professional office attire and a courteous, service-oriented approach
• Able to work independently, meet deadlines, and complete direct requests

We are looking for someone who:

• Does not need to be micromanaged
• Takes ownership of assignments and follows through
• Communicates clearly and professionally
• Thrives in a busy, team-oriented environment
• Is dependable, polished, and adaptable
• Understands the importance of confidentiality and accuracy

What We Offer

• Competitive compensation
• Comprehensive Benefits Package
• A professional and collaborative office environment
• Opportunity for long-term growth