Administrative Assistant

We’re looking for an organized, dependable Administrative Assistant to keep the firm running smoothly day to day. You’ll support our team with the operational work that lets them focus on clients: managing documents, handling mail and filings logistics, coordinating billing, and keeping our systems and records in order. This is a good fit for someone who takes pride in accuracy and follow-through and wants to learn how a professional tax practice works.

• Receive, scan, and organize client documents in our document management system
• Prepare and send invoices, track payments, and follow up on outstanding balances
• Assist with e-filing logistics, including preparing signature pages and tracking filing confirmations
• Manage the firm’s calendar and help coordinate deadlines, meetings, and appointments
• Maintain accurate client records and keep our practice management software up to date
• Help prepare engagement letters, letters to clients, and routine correspondence
• Maintain confidentiality of sensitive client information at all times

• High school diploma or equivalent
• [1-2] years of administrative or office experience
• Strong organizational skills and attention to detail
• Clear written and verbal communication skills
  
  Proficiency with Microsoft Office or Google Workspace
• Comfort handling confidential financial information

• Experience in a tax, accounting, or law office
• Familiarity with practice management or client portal software [e.g., Financial Cents]
• Bookkeeping or invoicing experience (Quick Books or similar)