Secretary|Office Assistant in CPA Environment

Job highlights
Identified by Google from the original job post
Qualifications
This role is ideal for someone with experience in professional service firms, such as accounting, tax, or law offices, where attention to detail, confidentiality, and client interaction are paramount
Proven experience as a secretary or office assistant in a CPA firm, tax office, or legal environment
Strong organizational skills with the ability to manage multiple tasks and priorities
Excellent written and verbal communication skills
Proficiency in office software, particularly in Microsoft Office Suite and document management systems
Keen attention to detail and accuracy in all aspects of work
Ability to handle confidential and sensitive information with integrity and discretion
Benefits
Pay: $20.00 - $30.00 per hour
Expected hours: No less than 40 per week
Health insurance
Paid time off
8 hour shift
Responsibilities
The successful candidate will play a crucial role in supporting our day-to-day operations by handling a variety of administrative tasks with precision, professionalism, and a proactive mindset
Client Communication: Respond promptly and professionally to emails and phone calls, ensuring high levels of client satisfaction and efficient communication flow within the firm
Document & Correspondence Management: Efficiently handle all incoming and outgoing correspondence with tax departments, ensuring compliance with relevant regulations and deadlines
Organizational Excellence: Maintain well-organized filing systems, manage data entry, and ensure that all records are accurate and up to date
Engagement Letters: Draft and finalize engagement letters, working closely with senior staff to ensure accuracy and compliance with firm policies
Support CPA Operations: Provide general office support to tax professionals, ensuring smooth day-to-day operations in a fast-paced CPA environment
Job description
We are currently seeking a highly organized and detail-oriented individual to join our team as a Secretary/Office Assistant in our CPA firm. This role is ideal for someone with experience in professional service firms, such as accounting, tax, or law offices, where attention to detail, confidentiality, and client interaction are paramount.

The successful candidate will play a crucial role in supporting our day-to-day operations by handling a variety of administrative tasks with precision, professionalism, and a proactive mindset.

Key Responsibilities:
• Client Communication: Respond promptly and professionally to emails and phone calls, ensuring high levels of client satisfaction and efficient communication flow within the firm.
• Document & Correspondence Management: Efficiently handle all incoming and outgoing correspondence with tax departments, ensuring compliance with relevant regulations and deadlines.
• Organizational Excellence: Maintain well-organized filing systems, manage data entry, and ensure that all records are accurate and up to date.
• Engagement Letters: Draft and finalize engagement letters, working closely with senior staff to ensure accuracy and compliance with firm policies.
• Support CPA Operations: Provide general office support to tax professionals, ensuring smooth day-to-day operations in a fast-paced CPA environment.

Qualifications:
• Proven experience as a secretary or office assistant in a CPA firm, tax office, or legal environment.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Excellent written and verbal communication skills.
• Proficiency in office software, particularly in Microsoft Office Suite and document management systems.
• Keen attention to detail and accuracy in all aspects of work.
• Ability to handle confidential and sensitive information with integrity and discretion.

If you have the experience and are looking for a role in a supportive, professional, and growth-oriented environment, we invite you to apply.

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Expected hours: No less than 40 per week

Benefits:
• Health insurance
• Paid time off

Schedule:
• 8 hour shift
• Monday to Friday
• No nights
• Weekends as needed

Work Location: In person