Responsibilities
- Supervise, assist with Admin staff training, and onboard new staff.
- Support two administrative team members, providing clear expectations, guidance, and regular feedback.
- Ensure compliance with firm policies related to records management, confidentiality, and administrative standards.
- Assist in processing tax returns, financial statements, and other correspondence
- Assist in troubleshooting tax return rejections
- Finalize Financial Statements
- Scan and autoflow tax documents when needed
- Assist in scanning and binding documents
- Assist the Firm Administrator in task delegation to the local Admin Team
- Delegate work effectively while maintaining accountability, quality, accuracy, and timeliness
- Support cross-training and workload balancing to ensure consistent service and coverage to our Partners and Clients
- Other administrative duties as assigned, such as scheduling meetings, coordinating catering orders, engagement logistics, and client-facing administrative needs, etc.
- Manage office building maintenance along with office logistics for client meetings and events
Requirements
- 5–7 years of progressive administrative experience, preferably in a professional services or accounting firm environment.
- College degree preferred or professional equivalent experience
- Prior experience performing hands-on administrative work while leading or supervising others.
- Demonstrated ability to manage competing priorities and balance execution with leadership responsibilities.
- Strong organizational, problem-solving, and interpersonal skills.
- Excellent written and verbal communication skills.
- Proven ability to work independently while coordinating with remote leadership.
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- High degree of professionalism, discretion, and attention to detail.
- Continuous improvement mindset
- Ongoing collaboration with firm leadership and administrative teams across locations.
Nice to Have
- experience with document management systems
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Team
Team size: 30. Structure: professional services office
Additional Information
- May require extended hours during peak periods.
- Handle time-sensitive and confidential matters with professionalism, discretion, and sound judgment.
- Provide front-line administrative coverage as needed to ensure continuity of operations and service quality.
