Robert Half
Description Overview: A well-established CPA firm in the UTC area is seeking a professional and detail-oriented Administrative Assistant to support daily office operations throughout tax season. This role is a contract position with the potential to become long term for the right fit. The ideal candidate will bring strong administrative experience, excellent communication skills, and the ability to multitask in a fast-paced environment. This position is through mis April/ tax season but if it's a good fit there is opportunity to become contract to hire if desired. Key Responsibilities:
- Welcome and greet clients and guests as they arrive, ensuring a positive and professional first impression.
- Manage incoming phone calls, direct inquiries appropriately, and provide high-level customer service.
- Assist clients with document uploads and ensure all required materials are accurately submitted into our system.
- Schedule appointments, coordinate meetings, and maintain calendars for staff as needed.
- Navigate and update information within our CRM system with a high level of accuracy.
- Perform general administrative duties including filing, scanning, data entry, and maintaining organized office systems.
- Support the team with various clerical tasks and project-based needs within a CPA environment.
- Ensure office spaces remain tidy, organized, and client-ready.
- 3-4 years of administrative or office support experience required, preferably in a professional services setting (CPA, finance, legal, or similar).
- Strong phone etiquette and experience handling multi-line phones.
- Proficient with Microsoft Office Suite (Outlook, Word, Excel, Teams).
- Experience working within a CRM system; ability to learn new systems quickly.
- Excellent communication, customer service, and interpersonal skills.
- Highly organized with strong attention to detail and the ability to manage multiple priorities.
- Professional demeanor, reliability, and a strong work ethic.