Senior Office Administrator

Full-time - Mid Level

Rochester, NY

Professional, Scientific, and Technical Services

About the position

The ideal candidates will possess senior-level administrative experience as this position is responsible for overseeing our administrative functions and responsibilities to ensure a cohesive outcome and productive mission while experiencing work, life, balance!

Responsibilities

• Manage and coordinate daily office operations, including scheduling, phone management, and client inquiries.
• Prepare and proofread various documents, such as client reports, tax forms, and presentations.
• Maintain and update client files and documentation by firm policies.
• Organize and coordinate meetings and appointments.
• Coordinate internal and external communications, ensuring the timely delivery of information and correspondence.
• Prepare and maintain reports and spreadsheets for tracking project timelines, deliverables, and milestones.
• Work with CCH Software.
• Handle confidential information with professionalism and discretion.
• Assist in the preparation of financial reports, budgets, and other accounting-related documents.
• Oversee office supplies and equipment, ensuring the office runs efficiently.
• Perform additional tasks and projects as assigned by senior partners or management.

Requirements

• High school diploma required; associate's degree or higher preferred.
• 5+ years of administrative experience, ideally in a CPA firm or similar professional services environment.
• Strong proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with accounting or tax preparation software is a plus.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize tasks and meet deadlines.
• Ability to work independently with minimal supervision and as part of a team.
• Professional demeanor with a strong attention to detail.
• Knowledge of general office procedures and policies.

Nice-to-haves

• Experience with accounting or tax preparation software.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Long-Term Disability
• 401k
• Paid Time Off
• Volunteer Time Off
• Flexible work schedules
• Work, Life, Balance
• Growth and development opportunities
• Comprehensive compensation and benefits package