Client-Facing Administrative Assistant

DGPerry CPAs + Advisors LLC; Town of Florida (NY); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Generous PTO

Reasonable seasonal hours

Community networking event time

Paid holidays

Annual salary increases

Job summary

DGPerry CPAs + Advisors LLC in Zephyrhills, Florida seeks a full-time Administrative Assistant to be the first face clients see and to support daily office operations.

You will answer calls, greet visitors, maintain filing systems, assist with tax return preparation and meeting scheduling, and handle administrative inquiries.

Ideal candidates have strong interpersonal skills, confidentiality, multitasking ability, organizational excellence, and proficiency with Microsoft Office applications.

Qualifications

• Strong interpersonal skills and professional demeanor.
• Ability to maintain strict confidentiality and ethics.
• Ability to multitask and prioritize tasks effectively.
• Strong organizational skills and attention to detail.
• Initiative and time management abilities.
• Analytical and problem-solving capabilities.
• Proficiency with Microsoft Office suite (Word, Excel, Outlook).
• Professional phone etiquette and customer-service mindset.

Responsibilities

• Answer and transfer phone calls, screening when necessary.
• Greet visitors and direct clients in a courteous manner.
• Answer basic tax questions when necessary.
• Maintain filing systems as assigned.
• Assist with assembly and filing of tax returns and financial statements.
• Respond to and resolve administrative inquiries and questions.
• Prepare agendas and schedules for meetings as needed.
• Maintain office supplies and coordinate equipment maintenance.

Skills

Interpersonal skills

Confidentiality

Multitasking

Organizational skills

Initiative & time mgmt

Analytical thinking

Microsoft Office

Phone etiquette

Job description

DGPerry CPAs + Advisors LLC in Zephyrhills, Florida seeks a full-time Administrative Assistant to be the first face clients see and to support daily office operations.

You will answer calls, greet visitors, maintain filing systems, assist with tax return preparation and meeting scheduling, and handle administrative inquiries.

Ideal candidates have strong interpersonal skills, confidentiality, multitasking ability, organizational excellence, and proficiency with Microsoft Office applications.