Administrative Secretary

Job Summary:We are seeking a detail-oriented and organized Administrative Secretary to support the daily operations of our CPA firm. The ideal candidate will assist with administrative tasks, client communications, document management, and general office support to ensure the smooth functioning of the firm.Key Responsibilities:Client Support:Greet clients and visitors professionally.Answer phone calls and emails, and direct inquiries appropriately.Schedule appointments and manage calendars for accountants.Document Management:Prepare, scan, and file financial documents and tax forms.Maintain accurate records and ensure confidentiality of client information.Assist in assembling tax returns and financial reports.Office Administration:Order and maintain office supplies.Handle incoming and outgoing mail.Perform data entry and update client databases.Accounting Support:Assist with billing and invoicing.Track payments and follow up on outstanding balances.Support accountants with basic bookkeeping tasks as needed.Compliance & Organization:Ensure all documentation complies with firm policies and regulatory standards.Help prepare materials for audits and client meetings.Qualifications:High school diploma or equivalent; associate degree or administrative certification preferred.Previous experience in an administrative role, preferably in a financial or professional services environment.Proficiency in Microsoft Office Suite (Word, Excel, Outlook).Strong organizational and time management skills.Excellent verbal and written communication.Ability to handle sensitive information with discretion.