Accounting Administrative Assistant

Ledgent, Inc.; Town of Florida (NY); On-site; USD 40,000 - 52,000; Full time

Job summary

Ledgent, Inc. is seeking an Accounting Administrative Assistant in Florida to blend accounting support with client-facing duties. The role reports to an CPA firm environment and emphasizes accuracy, organization, and service excellence.

You will assist with bookkeeping, tax preparations, and daily administrative tasks while serving as a reliable point of contact for clients and team members. Experience in tax or accounting settings is required.

Qualifications

• 3 years of experience in tax, accounting, bookkeeping, or CPA firm environment.
• Strong proficiency with Microsoft Office (Word, Excel, Outlook).
• Experience with sales tax and payroll tax filings preferred.

Responsibilities

• Serve as a primary point of contact for clients with professional and responsive service.
• Support accounting and tax professionals with administrative and client-facing tasks.
• Assist with bookkeeping and accounting-related projects as needed.
• Prepare, process, and maintain client documentation and financial records.
• Support sales tax and payroll tax filings when required.
• Coordinate client communications, scheduling, and follow-up activities.
• Manage incoming calls, emails, and correspondence.
• Maintain organized electronic and physical filing systems.
• Assist with office operations and various administrative projects.
• Learn and utilize tax preparation and accounting software platforms.
• Provide support during busy tax seasons, including overtime when necessary.

Skills

Tax/accounting experience

Client communications

Organization

Tools

Microsoft Office

Job description

Our CPA client in Clearwater is seeking an Accounting Administrative Assistant to join their growing team in a direct-hire opportunity. This position offers a unique blend of accounting support and customer service, making it ideal for someone who enjoys working with clients while also supporting day-to-day accounting and administrative functions.

This role is highly visible within the firm and will serve as a key point of contact for clients, providing exceptional service while assisting with accounting, tax, and office administration responsibilities. We are looking for a professional, dependable, and detail-oriented individual who thrives in a fast-paced CPA firm environment and is willing to jump in wherever needed.

Key Responsibilities

• Serve as a primary point of contact for clients, providing professional and responsive customer service
• Support accounting and tax professionals with administrative and client-facing tasks
• Assist with bookkeeping and accounting-related projects as needed
• Prepare, process, and maintain client documentation and financial records
• Support sales tax and payroll tax filings when required
• Coordinate client communications, scheduling, and follow-up activities
• Manage incoming calls, emails, and correspondence
• Maintain organized electronic and physical filing systems
• Assist with office operations and various administrative projects
• Learn and utilize tax preparation and accounting software platforms
• Provide support during busy tax seasons, including overtime when necessary

Qualifications

• 3 years of experience working in a tax, accounting, bookkeeping, or CPA firm environment required
• Strong proficiency with Microsoft Office, including Word, Excel, and Outlook
• Experience with sales tax and payroll tax filings is preferred
• Excellent communication, customer service, and interpersonal skills
• Professional, friendly, and diplomatic demeanor when interacting with clients and team members
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and meet deadlines in a busy office environment
• Comfortable learning new technology, systems, and processes
• Self-motivated with the ability to work independently and collaboratively
• Willingness to work additional hours during peak tax season as needed

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.