Administrative Assistant

We are an established, but growing, CPA firm located in Clearwater, serving clients across the US and abroad. We specialize in corporate and personal tax planning and preparation, accounting, litigation support, CFO outsourcing, and other consulting services.

We are looking for an energetic, dependable and detail-oriented person. Some of the duties of the administrative assistant will be:

1) Managing the calendar of the firm president

2) Scheduling and confirming daily meetings and phone calls

3) Review meeting notes for action items and to set follow up appointments with clients when needed

4) Email inbox management, including categorization of all incoming messages and taking action where needed

5) Other related administrative functions such as answering phones, transferring calls and digital filing

6) Obtaining missing documents and other items needed for project work

The ideal candidate will:
1. Be a self starter who possesses critical thinking skills

1. Be highly organized and able to multi-task.

2. Be very detail-oriented

3. Be flexible, as situations can arise and change very quickly

4. Have knowledge of the area for travel time purposes

5. Be technology-oriented and possess a working knowledge of the applications in Office 365 (Outlook, Word, Excel, OneNote, Teams) as well as Zoom.

6. Possess strong interpersonal skills and be able to communicate by phone and email.

3-5 years of experience in a similar role is required. Previous experience in a CPA office is desired, but not required. Pay is commensurate with experience and overall fit for the position. At least two professional references are required.

We leverage many technology platforms to help us serve our clients and are a paperless office. Experience with some/all of the following software applications is strongly desired: TaxDome, Thomson Reuters, ChatGPT and QuickBooks Online.

Job Type: Full-time

Job Type: Full-time

Pay: From $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person