Administrative Assistant - Legal & Accounting

CPA Tax Advisors LLC; Atlanta (GA); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

CPA Tax Advisors LLC is seeking a dynamic Legal/Accounting Administrative Assistant for a part-time role in a fast-paced office. The position covers reception and support across attorneys and CPAs, with duties including scheduling, travel arrangements, and document management.

The ideal candidate has 2+ years in administration, strong data entry, and excellent organizational and communication skills. Proficiency in MyCase, QuickBooks, and Microsoft Office is expected.

Qualifications

• 2+ years of experience in an administrative role.
• Bachelor's degree or equivalent experience is preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Strong data entry skills, with an emphasis on accuracy and attention to detail.
• Excellent organizational skills, with the ability to manage multiple tasks and priorities simultaneously.
• Experience with documentation and report preparation.
• Familiarity with management software.
• Exceptional communication skills, both written and verbal.
• Ability to work both independently and as part of a team.
• High level of discretion and confidentiality.

Responsibilities

• Answer incoming telephone calls and route to the appropriate party.
• Provide full administrative support to a certified public accountants, attorneys, including scheduling meetings, managing calendars, and coordinating travel arrangements.
• Prepare, edit, and proofread documents and correspondence, ensuring accuracy and compliance with standards.
• Manage data entry tasks, ensuring that all information is accurate and up-to-date.
• Assist in the preparation and management of case files, including organizing and indexing legal documents.
• Use software such as MyCase, QuickBooks, and Microsoft to manage case information, track time, and generate reports.
• Maintain a high level of confidentiality in all interactions.
• Participate in team meetings, taking minutes and tracking action items as necessary.
• Coordinate with other departments to gather and exchange information as needed.
• Coordinate in-office activities with remote team.

Skills

Data entry

Organization

Communication

Teamwork

Education

Bachelor's degree or equivalent experience

Tools

MyCase

QuickBooks

Microsoft Office

Job description

Job Details

We are seeking a dynamic and proactive Legal/Accounting Administrative Assistant to join our team. This is a part-time position that offers a unique opportunity to work in a fast-paced, high-energy environment. The ideal candidate will have a strong background in administrative support, with a specific focus on organization of documents and report preparation. This role requires a high level of organization, attention to detail, and the ability to manage multiple tasks simultaneously. The candidate will have the opportunity to interact with various departments, providing a comprehensive understanding of our in-office operations. The Administrative Assistant will support the office covering reception and several professionals (attorney, cpa, etc.) across the practice. This role is located in Pittsburg, PA.

Responsibilities:

• Answer incoming telephone calls and route to the appropriate party.
• Provide full administrative support to a certified public accountants, attorneys, including scheduling meetings, managing calendars, and coordinating travel arrangements.
• Prepare, edit, and proofread documents and correspondence, ensuring accuracy and compliance with standards.
• Manage data entry tasks, ensuring that all information is accurate and up-to-date.
• Assist in the preparation and management of case files, including organizing and indexing legal documents.
• Use software such as MyCase, QuickBooks, and Microsoft to manage case information, track time, and generate reports.
• Maintain a high level of confidentiality in all interactions.
• Participate in team meetings, taking minutes and tracking action items as necessary.
• Coordinate with other departments to gather and exchange information as needed.
• Coordinate in-office activities with remote team.

Qualifications:

• 2+ years of experience in an administrative role.
• Bachelor's degree or equivalent experience is preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Strong data entry skills, with an emphasis on accuracy and attention to detail.
• Excellent organizational skills, with the ability to manage multiple tasks and priorities simultaneously.
• Experience with documentation and report preparation.
• Familiarity with management software.
• Exceptional communication skills, both written and verbal.
• Ability to work both independently and as part of a team.
• High level of discretion and confidentiality.