Firm Administrator – Orlando Position Available In Orange, Florida
Tallo's Job Summary: The Firm Administrator position in Orlando requires overseeing daily administrative operations, tax return processing, mailing, scanning, billing, client support, filing, and special projects. Ideal candidates possess strong organizational skills, communication abilities, and tech-savviness. Prior experience in a CPA firm and tax return processing is preferred. This position offers on-site work in Orlando, FL.
Job Description
Firm Administrator – Orlando#25-00540
Orlando, FL
All On-site 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