Administrative Assistant - Client Services at CPA Firm

Current; Fair Lawn (NJ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision Insurance

Company-Paid Life Insurance

Disability Insurance

401(k) Plan

Becker and LinkedIn Learning access

Job summary

Savastano Kaufman is seeking an organized Administrative Assistant in Fair Lawn, NJ to support the CPA firm team and deliver an exceptional client experience. You will assist with day-to-day operations, scheduling, client communications, file management, and general administrative tasks.

This role suits a customer-service-focused professional who thrives in a collaborative, fast-paced environment and wants growth within a professional services firm.

Qualifications

• 2+ years of administrative, customer service, or hospitality experience preferred.
• Experience within a CPA firm, accounting firm, or professional services environment is a plus.
• Strong technology skills and ability to learn new systems quickly.
• Excellent organizational and time-management skills with the ability to manage multiple priorities.

Responsibilities

• Greet clients and visitors and manage reception desk responsibilities.
• Answer and route incoming phone calls.
• Coordinate client scheduling, follow-up, and communications.
• Provide administrative support to firm principals and team members, including calendar management, scheduling, and timekeeping.
• Prepare agendas, reports, presentations, and materials for client meetings and other business activities.
• Organize and maintain client files, records, and referral partner information.
• Coordinate bulk mailings and client outreach.
• Provide exceptional customer service and respond to client needs in a timely and professional manner.
• Maintain accuracy and quality across administrative work and client materials.
• Handle confidential and sensitive information with discretion.
• Assist with the final assembly of client tax documents and electronic filing of tax returns.
• Provide additional administrative and office support as needed.

Skills

Administrative experience

Customer service

Hospitality experience

Tech literacy

Time management

Communication skills

Job description

Savastano Kaufman is seeking an organized Administrative Assistant in Fair Lawn, NJ to support the CPA firm team and deliver an exceptional client experience. You will assist with day-to-day operations, scheduling, client communications, file management, and general administrative tasks.

This role suits a customer-service-focused professional who thrives in a collaborative, fast-paced environment and wants growth within a professional services firm.