Administrative Assistant

Location: Chalfont

Be part of a firm that values you as an individual, is interested in helping you grow and succeed as a professional, and has an underlying emphasis on teamwork, work/life balance, and exceptional client service. Established and growing CPA firm, specializing in accounting, audit, tax, bookkeeping, payroll and advisory services, has an immediate full-time opportunity available for an Administrative Assistant.

Sched
ule : 32 hours per week outside of tax season; 45+ hours per week during tax season

Candidates should be comfortable working additional hours during peak periods, including Saturdays when necessary.

About the Position

We are seeking a highly organized, technology-savvy, and service-oriented Administrative Assistant/ Processing Specialist to join our team.

This position is an integral part of our administrative and client-service functions. The successful candidate will provide front-desk and administrative support while assisting our professional staff with tax return processing, financial statements, engagement letters, document management, and other client deliverables.

This position is an in-office position with some at home work flexibility.

This is an excellent opportunity for someone who enjoys working with people, technology, and a variety of responsibilities in a professional, deadline-driven environment. The ideal candidate is detail-oriented, dependable, comfortable learning new technology, and takes pride in providing a positive client experience.

Because our workload changes significantly throughout the year, flexibility and the ability to prioritize competing deadlines are essential. During tax season, additional hours are required to support client and firm deadlines.

What You'll Do Administrative Support

• Assist with scanning, organizing, naming, indexing, and electronically filing documents.
• Maintain accurate paper and certain electronic files in accordance with firm procedures.
• Assist with copying, assembling, and binding financial statements and other client deliverables.
• Assist with formatting audits, financial statements, reports, and other documents.
• Prepare engagement letters and other correspondence based on information provided by professional staff.
• Coordinate meals for shareholder lunches, special meetings, working Saturdays, and other firm events.
• Perform a variety of administrative projects and other duties as assigned.

Tax Season Support

During tax season, you will play an important role in helping the firm meet client deadlines by:

• Assisting with paper and electronic extensions.
• Assisting with tax processing.
• Preparing and processing tax organizers.
• Assisting with digital and paper tax return processing, assembly, and delivery.
• Uploading, downloading, organizing, and processing client documents through secure electronic portals.
• Tracking documents and workflow items to help ensure timely completion of client deliverables.
• Providing additional administrative and tax-season support as needed.

Client Service & Reception Backup

• Provide backup support to the front desk receptionist as needed, answering and direct incoming telephone calls and assist with general client inquiries.
• Help create a professional, organized, and positive client experience.

As a backup to reception, you may be responsible to:

• Monitor the firm's general email inbox and appropriately respond to or route emails and electronic communications.
• Assist in processing incoming and outgoing mail, including certified mail, Fed Ex, USPS, and UPS.
• Prepare, track, log, and distribute client correspondence and packages.

Technology Is an Important Part of This Role

We are a technology-driven professional services firm, and technology proficiency is an important component of this position.

The successful candidate should be…