Administrative Assistant

CFS; Great Falls (VA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Paid Time Off

Job summary

CFS, a well-established CPA firm in Northern Virginia, seeks an Administrative Assistant to support Partners and tax professionals. This 100% in-office role offers a full-time schedule and a chance to contribute to firm operations.

You will welcome clients, manage tax workflow, and handle correspondence, invoicing, and document tracking. Training on their workflow software is provided; tax season involves flexible hours outside peak periods.

Qualifications

• 2+ years of administrative experience in an office environment.
• Excellent customer service and communication skills.
• Strong organizational and multitasking abilities.
• High attention to detail.
• Proficiency with Microsoft Outlook, Word, and Excel.
• Comfortable learning new software systems.
• Friendly, professional, and dependable.
• Ability to work 100% in-office.

Responsibilities

• Welcome clients and answer incoming phone calls.
• Coordinate tax workflow and track projects through completion.
• Prepare engagement letters and client correspondence.
• Release electronic tax returns using workflow software.
• Process invoices as returns are completed.
• Organize incoming and outgoing mail.
• Track client documents and workflow deadlines.
• Record payments and prepare occasional bank deposits.
• Provide administrative support to Partners and tax professionals.
• Occasionally visit the bank, post office, FedEx, or UPS as needed.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Microsoft Outlook

Microsoft Word

Microsoft Excel

Learning new software

Tools

Workflow software

Job description

Salary: $60,000 - $65,000
Location: Great Falls, VA
Office Situation: 100% In-Office | Full-Time | Flexible Schedule Outside of Tax Season

Why This Opportunity Stands Out

Looking for more than just another Administrative Assistant position? Our client is a well-established, boutique CPA firm with an outstanding reputation for delivering personalized service to individuals and businesses throughout Northern Virginia. Their team is collaborative, supportive, and genuinely enjoys working together and you'll become an integral part of the firm's operations.

Why You'll Love This Opportunity

• Flexible scheduling outside of tax season, including the potential for reduced summer hours
• 3% 401(k) match, Health insurance plus dental, vision, and short-term disability benefits and Paid Time Off
• Work directly with the firm's Partners in a highly visible role
• Stable, long-term opportunity
• No tax preparation required, they'll teach you their workflow and software
• Excellent opportunity to build a career within a respected CPA firm
• If you're organized, enjoy helping clients, and love keeping things running smoothly, this is a fantastic opportunity to join a team where your contributions truly matter.

Key Responsibilities

As the Administrative Assistant, you'll serve as the hub of the office, helping keep client work moving efficiently from start to finish. Responsibilities include:

• Welcome clients and answer incoming phone calls
• Coordinate tax workflow and track projects through completion
• Prepare engagement letters and client correspondence
• Release electronic tax returns using workflow software
• Process invoices as returns are completed
• Organize incoming and outgoing mail
• Track client documents and workflow deadlines
• Record payments and prepare occasional bank deposits
• Provide administrative support to Partners and tax professionals
• Occasionally visit the bank, post office, FedEx, or UPS as needed

Qualifications

• 2+ years of administrative experience in an office environment
• Excellent customer service and communication skills
• Strong organizational and multitasking abilities
• High attention to detail
• Proficiency with Microsoft Outlook, Word, and Excel
• Comfortable learning new software systems
• Friendly, professional, and dependable
• Ability to work 100% in-office

Preferred

• Administrative experience within a CPA firm or public accounting environment
• Experience with CCH products, QuickBooks & Adobe Acrobat
• Professional services experience

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