<p>We are looking for an experienced Firm Administrative Assistant to join our team at a CPA firm in Parsippany, New Jersey. The ideal candidate will play a key role in supporting senior leadership, maintaining organizational efficiency, and enhancing client experiences. This position offers an opportunity to contribute to a fast-paced and highly organized environment where attention to detail and proactive problem-solving are highly valued.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to senior partners, ensuring seamless daily operations.</p><p>• Prepare well-structured presentations and materials for meetings and client engagements.</p><p>• Process, organize, and file tax returns accurately and in compliance with regulatory standards including formatting of financial statements. </p><p>• Develop and update manuals, including the Tax Processing Manual, to ensure clear procedural guidelines.</p><p>• Address client needs and inquiries with professionalism and efficiency.</p><p>• Identify and implement process improvements to enhance the performance of the administrative department.</p><p>• Manage inbound and outbound calls, ensuring prompt and courteous communication.</p><p>• Schedule appointments and maintain calendars for senior partners and team members.</p><p>• Coordinate email correspondence, ensuring timely responses and proper documentation.</p>
We are looking for a skilled Administrative Assistant to join our team on a contract basis in Wesbury, New York. This role is critical to supporting our operations during a medical leave of absence. The ideal candidate will be fast-learning, detail-oriented, and capable of managing sensitive financial tasks with professionalism.<br><br>Responsibilities:<br>• Facilitate funding processes for agents by initiating wire transfers through online banking systems.<br>• Verify payoff figures and account details by making necessary phone calls.<br>• Provide general administrative support to a cross-trained team to ensure seamless operations.<br>• Manage confidential financial information with discretion and accuracy.<br>• Coordinate with internal staff to address operational needs during the absence period.<br>• Maintain organized records and documentation related to financial transactions and administrative tasks.
