Position Summary

We are currently seeking a detail-oriented Firm Administrator to oversee the day-to-day administrative operations. This role is central to the smooth functioning of the firm, supporting both the professional staff and our valued clients.

Essential Duties and Responsibilities

• Tax Return Processing: Assemble, print, and e-file tax returns; ensure timely and accurate delivery to clients.
• Mailing & Scanning: Manage all incoming and outgoing mail; scan and organize client documents electronically.
• Billing & Accounts Receivable: Prepare invoices, apply payments, follow up on outstanding balances.
• Accounts Payable: Track and process firm expenses and vendor payments.
• Client Support: Greet clients, answer phones, and provide exceptional customer service.
• Filing & Records Management: Maintain organized electronic and paper files in accordance with firm policy.
• Special Projects: Assist partners with administrative tasks, marketing initiatives, or internal improvement projects.

Knowledge, Skills, and Abilities

• Strong organizational skills and attention to detail
• Excellent communication and problem-solving skills
• Tech-savvy and comfortable with office software (Excel, Word, QuickBooks, etc.)
• Ability to handle confidential information with discretion
• Comfortable multitasking in a fast-paced environment, especially during tax seaso

Education & Experience

• Prior experience in a CPA firm preferred
• Prior tax return experience preferred