Part-Time Tax & Administrative Assistant We are a small CPA firm seeking a reliable, organized Part-Time Tax & Administrative Assistant to help with day-to-day client service and office support. This position is ideal for someone who has previous experience working in a CPA firm, tax office, bookkeeping office, or similar professional environment and is familiar with common tax and financial documents.

Responsibilities include:

Answering phones and scheduling client appointments Communicating with clients regarding appointments and requested documents Downloading bank and credit card statements from client accounts Organizing and saving electronic client documents Recognizing common tax documents, such as W-2s, 1099s, K-1s, 1098s, and brokerage statements Scanning, copying, and assembling tax and accounting documents Assisting with obtaining missing documents from clients Maintaining organized electronic and paper client files Providing general administrative support to accountants and tax preparers

Qualifications:

Previous experience in a CPA firm, tax office, bookkeeping office, or similar environment preferred Familiarity with common individual and business tax documents Comfortable using computers, email, PDF documents, and online banking websites Strong organizational skills and attention to detail Professional and courteous when communicating with clients Able to handle confidential financial and tax information appropriately Dependable and able to work independently after training

Schedule:

Part-time. 24-40 hours.

Compensation:

$20-$30 per hour, depending on experience. This is a good opportunity for someone looking for consistent part-time office work who already has some familiarity with tax and accounting documents.

Pay:

$20.00 - $30.00 per hour Expected hours: 24.0 - 40.0 per week

Work Location:

In person