Fouts & Morgan CPAs
The Administrative Assistant supports day-to-day firm operations while managing the administrative and processing lifecycle of client engagements. This role is essential to maintaining organized client records, meeting deadlines, and ensuring smooth internal workflows.
Manage incoming and outgoing client communications (email, phone, portals)
Organize and maintain digital and physical client files
Assist with engagement letters, organizers, and client onboarding
Support billing, invoicing, and document requests as needed
Assemble, organize, and process tax return files for review and filing
Upload, label, and manage tax documents in document management systems
Track return status, e‑filings, acknowledgments, and client approvals
Assist with extensions, organizers, and post‑filing correspondence
Maintain strict confidentiality and compliance with firm procedures
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Manage incoming and outgoing client communications (email, phone, portals)
Organize and maintain digital and physical client files
Assist with engagement letters, organizers, and client onboarding
Support billing, invoicing, and document requests as needed
Assemble, organize, and process tax return files for review and filing
Upload, label, and manage tax documents in document management systems
Track return status, e‑filings, acknowledgments, and client approvals
Assist with extensions, organizers, and post‑filing correspondence
Maintain strict confidentiality and compliance with firm procedures
#J-18808-Ljbffr