Offer summary

Qualifications:

Experience in the tax and accounting industry is strongly preferred., Demonstrated project management and organizational skills are essential., Proficiency with CRM/project management software, especially TaxDome, is highly valued., Strong written communication skills and the ability to work independently in a remote environment are required..

Key responsibilities:

Manage document intake and organization within the TaxDome CRM/project management system.

Monitor and update job pipelines to ensure efficient workflow distribution.

Schedule tasks and maintain project timelines for optimal efficiency.

Serve as a liaison between the tax team and clients, ensuring clear communication and timely responses.

Job description

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