This is a remote position.
Role Name:Administrative Assistant with Project Management Focus
Schedule:- Full-time - Monday to Friday, Flexible start time 7am-9:30am EST. 8 Hours per day.
Client Time zone: EST.
Client Overview
Join a dynamic and growing CPA firm that’s at the forefront of modern tax and accounting services. This established practice combines traditional expertise with cutting-edge technology to deliver exceptional client experiences. The firm operates with a collaborative team structure where every member plays a vital role in client success. They utilize advanced practice management systems and maintain the highest standards of professionalism while fostering a supportive work environment that values efficiency, accuracy, and client satisfaction.
Job Description
This is an exciting opportunity to join a progressive CPA firm where you’ll serve as the operational backbone, seamlessly blending administrative excellence with strategic project management. You’ll work directly with industry-leading technology platforms to ensure smooth workflow operations while supporting a dedicated team of tax professionals. This role is perfect for someone with accounting industry knowledge who wants to leverage their expertise in a dynamic support capacity that directly impacts client satisfaction and team productivity. You’ll be instrumental in maintaining the firm’s reputation for efficiency and reliability while working with cutting-edge practice management tools.
Responsibilities
- Expertly manage document intake and organization within TaxDome CRM/project management system
- Proactively monitor and update job pipelines to ensure seamless workflow distribution to team members
- Strategically schedule tasks and maintain project completion timelines for optimal efficiency
- Provide professional client communication through portal messaging and proactive status updates
- Deliver comprehensive calendar management support for firm leadership
- Coordinate and optimize workflow processes to maximize team productivity
- Serve as liaison between tax team and clients, ensuring clear communication and timely responses
- Maintain organized systems that support the firm’s high standards of client service
Requirements
- Tax and accounting industry experience strongly preferred
- MUST HAVE A WINDOWS OS COMPUTER
- Demonstrated project management and organizational excellence
- Experience with CRM/project management software (TaxDome experience highly valued)
- Outstanding written communication skills with professional client interaction abilities
- Proven ability to work independently and efficiently in a remote environment
- Strong understanding of tax forms and accounting terminology
- Administrative support experience with attention to detail
- Ability to handle sensitive financial documents with discretion and security awareness
- Adaptability to seasonal workload variations and shifting priorities
- Self-motivated with excellent time management skills
Independent Contractor Perks- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
ZR_24314_JOB
Originally posted on Himalayas
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