Administrative Assistant for CPA Firm

$41,600 - $56,160/Yr

DeLucia CPA - Saint Petersburg, FL

Part-time - Entry Level

Remote - Saint Petersburg, FL

About the position

The Administrative Assistant position at DeLucia CPA is a part-time, contract role focused on providing administrative support to enhance organizational efficiency and client satisfaction. The role primarily involves project management, software management, and client interaction, requiring a tech-savvy individual who can work autonomously and manage multiple tasks effectively.

Responsibilities

• Assist in managing client projects, tracking deadlines, and ensuring timely completion of tasks.
• Coordinate with staff and clients to schedule meetings, collect necessary documentation, and monitor project progress.
• Maintain organized records and files, both digital and physical, related to ongoing projects.
• Learn, implement, and manage various software applications used by the firm, including accounting software, CRM tools, and project management platforms.
• Troubleshoot basic software issues and liaise with IT support when necessary.
• Provide software training and support to team members as needed.
• Serve as the first point of contact for clients, providing friendly and efficient service.
• Schedule client meetings, prepare meeting materials, and ensure client information is up-to-date.
• Assist with client onboarding and ensure a seamless client experience.
• Ensure all work is completed with a high level of accuracy and attention to detail.
• Review documents for errors, inconsistencies, and compliance with firm standards.
• Maintain confidentiality of sensitive client and firm information at all times.

Requirements

• Experience in a remote working environment is a plus.
• Experience with Quickbooks Online and/or Xero.
• Great verbal and written communication skills.
• Accounting knowledge is preferred.
• Proficient in Microsoft Office and Google Drive.
• Experience in an accounting firm is a plus.

Nice-to-haves

• Highly self-motivated
• Positive attitude
• Critical thinking skills
• Ability to work with other team members and independently
• Attention to detail
• Ability to manage multiple tasks
• Tech-savvy

Benefits

• Flexible work schedule
• Remote work options
• Collaborative team environment
• Opportunity to work with innovative technology