The

PRO-FI W.A.Y. P

• Proactive Solution Seekers R
• Relentless Pursuers of Growth & Learning O
• Owners of Our Actions & Initiatives F
• Focused on the Value of Time I
• Inspired by Our Impact on Lives W
• Welcomes the Opportunity to Build Relationships A
• Attuned to Drama-Free Diversity & Teamwork Y
• Yearns for Consistent, Transparent Communication We share these core values, and we're looking for our next team member who embraces them too!

About the Role Pro-Fi 20/20 Dental CPAs is seeking a highly organized, detail-oriented, and tech-savvy Administrative Specialist to join our growing team. This full-time, in-office position reports to our Administrative Services Manager and plays an essential role in keeping our operations running smoothly, supporting our professionals, and delivering an exceptional client experience. As an Administrative Specialist, you'll provide support across the firm, working closely with our accounting, tax, and business development teams. You'll help coordinate client onboarding, manage administrative workflows, facilitate communication, and ensure important tasks are completed accurately and on time. By handling the administrative details, you'll allow our professionals to focus on providing expert advice and building strong client relationships. You'll be part of a collaborative, cross-trained administrative team where everyone pitches in to get the job done. The ideal candidate is proactive, highly organized, an excellent communicator, and comfortable managing multiple priorities in a fast-paced, technology-driven environment. Prior experience in a CPA or tax firm is strongly preferred.

• This position does NOT have any Human Resources, Benefits or Payroll job duties.

•

What You'll Be Doing Client Onboarding & Engagement Support:

Coordinate new client setup, engagement letters, service changes, and client portal access across multiple platforms, ensuring a smooth onboarding experience.

Administrative Support:

Serve as a central point of support for our tax, accounting, and business development teams, managing incoming requests and ensuring timely follow-through.

Cross-Department Coordination:

Facilitate communication and handoffs between departments to keep client onboarding, service transitions, and internal workflows running smoothly.

Tax Season Support:

Assist with tax organizers, extensions, e-file authorizations, tax return delivery, and the uploading, routing, and tracking of client documents.

Tax Planning Coordination:

Schedule client planning meetings, coordinate with advisors, and assist with the timely delivery of planning materials.

Client Communication:

Provide responsive, professional support to clients via phone, email, and Zoom, addressing administrative questions and directing technical inquiries to the appropriate professionals.

Incoming Call Support:

Share responsibility with the administrative team for answering and directing incoming calls from clients, vendors, technical support providers, and other contacts.

Process Management & Improvement:

Follow established firm procedures, maintain accurate documentation, track outstanding requests, and identify opportunities to improve efficiency and service delivery. Understanding the Role This is an administrative and coordination role supporting our tax, accounting, and advisory professionals. While you'll play an important part in the client experience and the firm's daily operations, you will not be responsible for preparing or reviewing tax returns or financial statements, making technical tax or accounting decisions, or providing professional advice. Your focus will be on keeping processes organized, communication flowing, and tasks moving forward so our professionals can focus on serving clients. Core Competencies Attention to

Detail:

Consistently produce accurate, thorough work with a strong focus on quality.

Strong Communication Skills:

Communicate clearly and professionally, both verbally and in writing, while building positive relationships with clients and colleagues.

Organization & Time Management:

Effectively manage multiple responsibilities, prioritize tasks, and meet deadlines in a fast-paced environment.

Accountability & Follow-Through:

Take ownership of responsibilities, proactively address outstanding items, and ensure tasks are completed without constant oversight.

Adaptability & Problem-Solving:

Remain composed under pressure, adjust to changing priorities, and approach challenges with a solutions-oriented mindset.

Process-Oriented Mindset:

Follow established procedures consistently while identifying opportunities to improve workflows and efficiency.

Sound Judgment:

Recognize when to take initiative, when to involve others, and when an issue requires escalation. What Makes You a

Great Fit Education & Experience:

Associate's degree or equivalent professional experience, with at least two years in an administrative, client service, accounting, or professional services role.

Industry Experience:

Experience in a CPA or accounting firm is strongly preferred. Familiarity with CCH Axcess, Salesforce, CaseWare, SafeSend, or similar platforms is a plus.

Client Service Skills:

A friendly, professional personality with strong interpersonal skills and confidence communicating with clients by phone and email.

Technology Proficiency:

Strong working knowledge of Microsoft Office and the ability to quickly learn and navigate new software. We operate in a highly automated, paperless environment and value candidates who are tech-savvy, adaptable, and comfortable using AI-assisted tools.

Multitasking & Prioritization:

Ability to support multiple departments simultaneously, balancing competing priorities and deadlines without sacrificing accuracy.

Teamwork & Independence:

Comfortable working independently, taking initiative, and collaborating with colleagues across departments.

Performance Under Pressure:

Ability to remain focused, organized, and productive during busy periods, particularly tax season and other critical deadlines.

Continuous Improvement:

A proactive mindset with a willingness to recommend improvements that enhance efficiency, streamline processes, and improve the client experience.

Confidentiality & Professionalism:

Demonstrate sound judgment and discretion when handling sensitive client and firm information. A criminal background check is required.

Flexibility & Initiative:

Thrive in a dynamic environment where priorities can shift quickly, balancing responsiveness to immediate needs with proactive management of ongoing responsibilities. You love a role where priorities shift and no two days feel the same, and you can be both reactive and proactive. Additional Information From $50k per year; hourly with overtime potential.

Peak workload periods:

Jan 5

• Apr 15, plus our extended filing season in late August
• Oct 15.

Full-time, in-office at our Suwanee, GA location. Monday to Friday, 8-hour day shift. This role is for you if... You enjoy working in a fun, positive, and professional environment where teamwork and laughter are part of the culture. You take pride in staying organized, taking initiative, and keeping things running smoothly. You welcome challenges, embrace constructive feedback, and continuously look for ways to improve. You value open communication, transparency, and working alongside dependable teammates. You thrive in a fast-paced environment where priorities shift and no two days are exactly alike. You love technology, appreciate the value of dual monitors, and enjoy finding ways to work smarter. You genuinely believe in GETTING to go to work rather than HAVING to go to work. You understand exactly what the previous statement means. You believe in treating others with kindness, respect, and professionalism. You are comfortable picking up the phone, taking ownership of client requests, and finding solutions—even when the unexpected happens. This role is NOT for you if... You prefer working alone rather than collaborating with a team. You view deadlines as suggestions or believe attention to detail is optional. You resist change, new technology, or learning better ways to work. You take constructive feedback personally or are uncomfortable having your work reviewed. You prefer being told what to do rather than taking initiative, solving problems, and owning your responsibilities. You avoid difficult calls, unexpected requests, or pitching in when a teammate needs help. You are unwilling to occasionally work additional hours during tax season or other critical deadlines. You thrive on workplace gossip, struggle to maintain a positive attitude, or aren't willing to work onsite in Suwanee, GA Deal Breakers (If these don't fly, don't apply) No eye-rollers! We value positive attitudes, mutual respect, and people who genuinely enjoy being part of a team. Team participation is a must. Attendance at our annual firm meetings and team events is an expectation, not an option. A sense of humor is required! We work hard, but we also love to laugh and have fun. Don't believe us? Check out our YouTube channel and see for yourself! What's Next? Still interested? Great! We'd love to hear from you! At Pro-Fi 20/20, we take our culture seriously. We believe the right fit matters just as much as the right qualifications. If you've read this far and thought, "This sounds like the perfect place for me!" then we encourage you to apply. You'll be joining a talented, driven, and supportive team that works hard, has fun, and genuinely enjoys what we do (well, as much as accountants can!). We challenge each other, celebrate successes, and believe there's always room to learn, grow, and get better. Sound like your kind of team? Apply today. We look forward to getting to know you! We appreciate the interest of all applicants. Only candidates selected for an interview will be contacted. •

Job Type:

Full-time Pay:

From $50,000.00 per year

Benefits:

401(k) and 401(k) matching, health, dental, and vision insurance, health savings account, flexible spending account, life insurance, employee assistance program, paid time off, employee discount

Schedule:

8 hour shift, day shift, Monday to

Friday Education:

Associate (Required)

Work Location:

In person, Suwanee, GA 30024

Job Type:

Full-time Pay:

From $50,000.00 per year

Benefits:

401(k) Dental insurance Employee assistance program Employee discount Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Vision insurance Application Question(s): Have you had experience working in a CPA firm?

Education:

Associate (Required)

Experience:

Client services: 3 years (Required)

Administrative:

2 years (Required)

Salesforce:

2 years (Preferred) Ability to

Commute:

Suwanee, GA 30024 (Required)

Work Location:

In person