Office Administrator - Small CPA Firm

Office Administrator

Responsibilities

• Open/close office (M–F, 8:20 a.m.–5:00 p.m.).
• Greet clients and manage phones with professionalism.
• Maintain office cleanliness and supplies.
• Handle mail, scanning, copying, and document organization.
• Process client tax intake from multiple sources.
• Assist with tax workflow tracking and document routing.
• Schedule appointments and manage Outlook calendar.
• Upload, organize, and send documents using firm systems.
• Assemble completed tax return folders.

Required Qualifications

• Prior administrative or office experience.
• Strong attention to detail and organizational skills.
• Professional communication and phone etiquette.
• Ability to handle confidential information.
• Comfortable with basic office technology and document management.
• Problem solving skills.

Preferred Skills

• Experience in a CPA, accounting, or professional services office.
• Familiarity with tax documents and common softwares.
• Strong time management and multitasking skills.

Why Work With Us

• Stable, Monday–Friday schedule with no nights or weekends.
• Supportive, team-oriented work environment.
• Opportunity to learn tax and accounting processes.
• Meaningful role with direct impact on client experience.
• Long-term position with growth potential.