Administrative Assistant

Requirements

• Provide administrative support to partners, managers, and accounting staff
• Manage calendars, schedule meetings, and coordinate client appointments
• Prepare, format, and proofread correspondence, reports, and financial documents
• Serve as a point of contact for clients, delivering a professional and welcoming experience
• Maintain and organize electronic and physical filing systems in compliance with firm standards
• Assist with onboarding paperwork, engagement letters, and client documentation
• Coordinate office operations, including supplies, mail distribution, and vendor communication
• Support special projects, including tax season logistics and deadline tracking