Administrative Assistant

Insight Global; Kentucky; On-site; USD 42,000 - 62,000; Full time

Job summary

Insight Global client is seeking a detail-oriented Office Manager / Administrative Assistant to support daily office operations and a team of accounting professionals in their Columbus, Ohio office.

This role coordinates client documentation, assists with tax return processing, prepares client packages, opens mail, handles deposits, and troubleshoots basic technology issues. You will support multiple CPAs and ensure smooth operations during busy and quiet seasons.

Responsibilities

• Open and process incoming mail.
• Assemble and distribute completed tax returns.
• Prepare mailing materials and client packages.
• Process weekly bank deposits.
• Assist with W-2 and 1099 preparation during tax season.
• Prepare and distribute client engagement letters using templates and mail merge.
• Maintain client records and documentation.
• Support office operations and administrative functions.
• Troubleshoot basic technology issues including: Printer problems, Software issues, VPN connectivity, Client portals, New computer setup.
• Coordinate with software support vendors when issues arise.
• Support multiple CPAs simultaneously while managing competing priorities.

Job description

Job Description

Job Description

Insight Global Client is seeking a detail-oriented Office Manager / Administrative Assistant to support daily office operations and a team of accounting professionals in their Columbus, Ohio office. This individual will serve as a key operational partner, managing administrative functions, coordinating client documentation, assisting with tax return processing, and helping ensure the office runs efficiently during both busy and non-peak seasons.

Day-to-Day Responsibilities

• Open and process incoming mail.
• Assemble and distribute completed tax returns.
• Prepare mailing materials and client packages.
• Process weekly bank deposits.
• Assist with W-2 and 1099 preparation during tax season.
• Prepare and distribute client engagement letters using templates and mail merge.
• Maintain client records and documentation.
• Support office operations and administrative functions.
• Troubleshoot basic technology issues including:
  • Printer problems
  • Software issues
  • VPN connectivity
  • Client portals
  • New computer setup
• Coordinate with software support vendors when issues arise.
• Support multiple CPAs simultaneously while managing competing priorities.