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Administrative Assistant

Well-established Westerville, Ohio, CPA firm is looking for a self-motivated individual to join our fast-paced, public accounting firm. The ideal candidate will be a pro-active, customer service driven, skilled administrative assistant with 2+ years' experience. Prior CPA firm experience is a big plus!

In this critical role you will:

  • Answer calls and greet clients/visitors at the front desk
  • ssemble paper copies of prepared tax returns, financial statements and other client documents with accuracy
  • Utilize software to distribute tax returns electronically; providing technical support to clients as needed
  • Regularly scan documents and/or ensure received electronic files are stored appropriately to maintain office filing system
  • Prepare and maintain ongoing supply of current address labels and envelopes needed for tax return assembly
  • Log in projects and update tasks in workflow tracking system, print route sheets and pull client files for distribution to assigned staff
  • Set-up new clients by adding to office databases and accounting software, creating projects, providing portal access and preparing engagement letters/organizers etc.
  • Schedule and track appointments for Directors
  • Coordinate incoming and outgoing mail to include fax distribution and courier scheduling
  • Process credit card payments and support Office Manager with billing
  • Assist in annual preparation and distribution to clients of tax organizers, business engagement letters and checklists
  • Perform administrative functions as needed such as copying, scanning, filing, proofreading, generating letters/emails/memos and report creation etc.
  • Maintaining and tidying common spaces (e.g. - reception area, copy room, break room, etc.)

You should consider our position if you have the following skill set:

  • Proficiency in MS Word, Excel and Outlook and scanning documents
  • Ability to learn new software is a must; working knowledge of Thomson Reuters Software (Practice CS, FileCabinet CS and UltraTax) is a plus
  • Exceptional communication and customer service skills
  • Detail-oriented with strong multi-tasking abilities
  • Excellent organizational skills and dedication to completing projects in a timely manner
  • Positive attitude, pro-active, welcoming, and willing to assist
  • Dependable and flexible with work schedule demands
  • Ability to stand for long periods of time to perform some of assigned tasks


  • Regular work schedule: Monday – Friday, 8am to 5pm; except in the summer (June, July and August) when our office is closed on Friday, then the summer work schedule is four ten-hour days, Monday – Thursday, i.e., 7:30am to 6:30pm or 8:00am to 7:00pm
  • Occasional unplanned overtime will occur, most commonly during busy tax season when some Saturdays may be required

Why you should choose us:

  • Stable, closely knit firm that will value you as an employee
  • Competitive compensation package including health/dental/life insurance, retirement plan and paid time off

Please send your resume including salary history/requirements to apply.

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