Job Description

Job Description

Job Description

Are you the kind of person who takes pride in being the go-to organizer, multitasker, and all-around office rockstar? Do you thrive in a polished, professional environment where excellence, client care, and teamwork are the gold standard?

If so, we want you to join our warm and welcoming team as an Administrative Assistant at our trusted CPA Wealth Advisory Firm! Here, we combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.

Why You’ll Love This Role

This isn’t just a desk job—it’s a mission-critical role where you’ll wear many hats and truly make an impact every single day. Whether you’re welcoming clients with a smile, making sure our advisors have everything they need for a big meeting, or keeping our back office running like a well-oiled machine, your work will help shape our clients’ experience—and our firm’s continued success.

Your Day-to-Day Will Include:

✨ Client-Facing Magic

• Be the friendly face that greets clients with warmth and professionalism
• Answer phones and emails promptly and pleasantly
• Send appointment reminders and follow-ups to keep clients on track
• Put phones on “Night Mode” at end of day—yes, we even unplug gracefully!

Cashiering & Billing Wizardry

• Process recurring billings (WM & Non-WM)
• Prepare and send invoices
• Handle client payments

Organizational Excellence

• Keep our CRM updated with precision
• Maintain client records and software platform data
• Prepare meeting kits and ensure everything is ready for client visits

️ Document & Workflow Guru

• Assemble and bind tax returns, financial statements, and other report
• Track, scan, and store key documents
• Ensure smooth flow of e-file forms and tax materials

✨ Support During Tax Season (AKA: Crunch Time Hero)

• Coordinate partner calendars
• Send out tax organizers and appointment cards
• Order supplies and prep materials with military-grade efficiency

Onboarding New Clients Like a Pro

• Welcome new clients with a thoughtful, organized onboarding experience
• Collect, enter, and track new client info across systems
• Share approved firm materials and make them feel at home

☕ Office Vibes & First Impressions

• Brew the morning coffee and prep the daily newspaper
• Keep chocolates and mints stocked at the front desk
• Ensure our conference rooms sparkle after each meeting
• Maintain a clean, well-stocked kitchen and restroom

Calendar & Scheduling Coordination

• Manage appointments and conference room reservations
• Keep our schedules humming smoothly

What Makes You a Great Fit

• You’re upbeat, professional, and unflappable
• You love checklists, color-coded calendars, and post-it notes
• You know your way around an office (and a CRM)
• You’re a confident communicator, on the phone and in writing
• You take ownership, solve problems, and go the extra mile

Perks & Benefits

• Competitive pay with performance-based bonuses
• Health insurance
• Flexible 9/80 schedule from May to December
• Retirement plan options
• Paid holidays and generous PTO
• Team lunches, learning opportunities, and occasional chocolate-fueled celebrations
• A beautiful office with a team that feels like family

Ready to bring your talents to a firm where your contributions truly matter?

Be the reason a client smiles today. Be the calm in the tax season storm. Be the next heart of our team.
We can't wait to meet you!

A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.

Company Description

A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.

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