CPA Firm Clerical Admin

Seasonal Administrative Assistant /

Tax Office Coordinator Location:

Freehold, NJ (In-Office Position)

Company:

Local small

CPA Firm Position Type:

Part-Time /

SeasonalSchedule:

Approximately 30 hours per week over 3 days

Compensation:

Hourly pay, based on experience About Us We are a small CPA and tax preparation firm focused on delivering excellent client service and maintaining organized, secure office operations. We are seeking a dependable and detail-oriented Seasonal Administrative Assistant / Tax Office Coordinator to support our office during the busy tax season. This role is ideal for someone who enjoys organization, client communication, and working in a professional office environment. Responsibilities Client Communication & Scheduling Answer incoming phone calls professionally Schedule and confirm client appointments Maintain and update the office calendar Communicate with clients regarding missing documents or follow-up items Provide friendly and professional customer service Tax Return Workflow Management Collect required tax documents from clients Maintain and update the firm's tracking spreadsheet Monitor return status and follow internal workflow procedures Move client documents between secure systems (Portal, SmartVault, and FileCabinet/FC) Scan and organize paper documents into electronic filing systems Assist with mailing completed tax returns using Stamps.com Prepare paper tax return packages for mailing or client pickup Administrative Support Organize electronic and paper files Maintain confidentiality of all client information Assist with office organization and workflow efficiency Follow firm procedures and security protocols Qualifications Strong organizational and multitasking skills Excellent verbal and written communication Attention to detail and ability to follow procedures Comfortable working with spreadsheets and office software Ability to handle confidential information responsibly Professional phone and email etiquette Prior administrative, tax office, bookkeeping, or CPA firm experience is a plus Technology & Systems Used Experience with any of the following is helpful but not required: Microsoft Excel SmartVault FileCabinet CS (FC) Client portals/document management systems Stamps.com Adobe PDF / scanning software Training will be provided on firm-specific procedures. Security & Confidentiality Requirements Because this position involves handling sensitive financial information, all employees are required to follow the firm's Written Information Security Plan (WISP) and confidentiality procedures, including: Protecting all client information Using secure systems for document handling Never emailing confidential client information unless password encrypted Following all firm security policies and procedures What We're Looking For The ideal candidate is: Dependable and trustworthy Organized and proactive Comfortable communicating with clients Able to manage multiple tasks efficiently Willing to learn and follow established procedures A team player with a positive attitude To Apply Please submit your resume along with a brief summary of your administrative or office experience. Previous experience in a CPA, tax, bookkeeping, or professional office environment is a plus.

Job Types:

Part-time, Temporary Pay:

$20.00 - $25.00 per hour Expected hours: 30 per week

Work Location:

In person