Firm Administrator – FL Position Available In Orange, Florida
Tallo's Job Summary: The Firm Administrator position in FL entails overseeing day-to-day administrative operations for a CPA firm. Responsibilities include tax return processing, billing, client support, and special projects. The ideal candidate should have strong organizational skills, be tech-savvy, and have prior experience in a CPA firm. Salary and hiring details are not provided.
Job Description
Position Summary We are currently seeking a detail-oriented Firm Administrator to oversee the day-to-day administrative operations. This role is central to the smooth functioning of the firm, supporting both the professional staff and our valued clients.
Essential Duties and Responsibilities Tax Return Processing:
Assemble, print, and e-file tax returns; ensure timely and accurate delivery to clients.
Mailing & Scanning:
Manage all incoming and outgoing mail; scan and organize client documents electronically.
Billing & Accounts Receivable:
Prepare invoices, apply payments, follow up on outstanding balances.
Accounts Payable:
Track and process firm expenses and vendor payments.
Client Support:
Greet clients, answer phones, and provide exceptional customer service.
Filing & Records Management:
Maintain organized electronic and paper files in accordance with firm policy.
Special Projects:
Assist partners with administrative tasks, marketing initiatives, or internal improvement projects. Knowledge, Skills, and Abilities Strong organizational skills and attention to detail Excellent communication and problem-solving skills Tech-savvy and comfortable with office software (Excel, Word, QuickBooks, etc.) Ability to handle confidential information with discretion Comfortable multitasking in a fast-paced environment, especially during tax seaso Education & Experience Prior experience in a CPA firm preferred Prior tax return experience preferred
