Part-Time Administrative Assistant

About Us

JB Accounting & Tax Services PC is a small firm located in Chesterfield, MO is seeking a reliable and detail-oriented Part-Time Administrative Assistant to support daily office operations and provide friendly, professional service to our clients. This role is ideal for someone who enjoys a mix of administrative tasks, client interaction, and organized office work. The part-time schedule offers flexibility, with additional hours available during tax season if desired. Must be comfortable with dogs. Please send resume to

Responsibilities

• Client Service & Communication
• Greet clients in person and by phone, providing a warm and professional first point of contact.

Office & Administrative Support

• Maintain organized physical and digital filing systems, ensuring confidentiality of sensitive financial information.
• Schedule appointments and coordinate calendars for the CPAs.
• Prepare engagement letters, onboarding forms, and general client correspondence.
• Process incoming and outgoing mail; assemble and distribute client packets and tax return folders.

Tax Season & Workflow Support

(Primarily January–April; expanded hours optional)

• Assist with uploading tax documents to tax software (training provided).
• Track the status of client documents.
• Help maintain workflow spreadsheets or practice management software.

Light Accounting Support

• Assist with basic data entry tasks or bookkeeping prep (optional based on experience).
• Answer phones, take messages, and route calls to the appropriate team member.
• Assist clients with document drop-off, pickup, scanning, and secure uploading.
• Follow up with clients for missing documents or signatures.

Qualifications

• 1+ year of administrative experience (experience in a CPA firm or financial services preferred).
• Strong attention to detail and excellent organizational skills.
• Clear, professional communication and customer service abilities.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Familiarity with QuickBooks or tax software is a plus.
• Ability to maintain confidentiality with sensitive information.

Why Work With Us

• Flexible part-time schedule.
• Supportive, small-office environment.
• Opportunity to learn accounting workflows and build valuable administrative skills.
• Stable, consistent workload with increased activity during tax season.

How to Apply

Please submit your resume through Indeed or e-mail to

Job Type: Part-time

Pay: $ $20.00 per hour

Expected hours: 24 – 32 per week

Work Location: In person