Executive Administrative Assistant for CPA Firm

We are a busy and fast-paced CPA firm seeking a reliable, detail-oriented Executive Assistant to support our team during tax season and throughout the year. This role is essential to maintaining smooth client communication and firm organization.

We need someone full-time for tax season January-April, then transition into part-time the rest of the year.

Key Responsibilities:

Answer incoming calls and manage client communication professionally

Oversee large-scale client correspondence via phone and email, maintaining attention to detail and excellent customer service under tight deadlines

Upload and organize client documents in our practice management platform

Prepare and send engagement letters and follow up as needed

Track and manage document flow to ensure timely tax return processing

Facilitate client onboarding and maintain accurate digital records

Accurately enter and maintain client information, correspondence notes, and project updates in the firm’s database and CRM systems

Coordinate scheduling and assist the team with administrative tasks

Maintain confidentiality and handle sensitive information with discretion

Work efficiently under pressure during high-volume tax season

Qualifications:

Prior experience in a professional office setting (CPA or legal office preferred)

Exceptional attention to detail and organizational skills

Strong communication and client service abilities

Ability to multitask and prioritize in a fast-paced environment

Proficient in Microsoft Office, Adobe, and document management systems

Experience with tax or accounting software (e.g., Lacerte, SmartVault, Canopy, or similar) is a plus

Job Type: Full-time

Base Pay: $25.00 per hour

Expected hours: 25 – 40 per week

Benefits:

401(k)

401(k) matching

Flexible schedule

Paid time off

Work Location: In person