Firm Administrator

Ross&Champion Certified Public Accountants, PC

Georgetown (TX)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Performance bonus
Career development support
Retirement plan with matching
Partial employer paid health insurance
Concierge physician services
PTO days

Job summary

Ross & Champion, CPAs is seeking a full-time firm administrator to join its public accounting firm and act as a key team member with staff, owners, and clients.

Reporting to ownership, this role supports client relationships and oversees deliverables through planning, execution, and completion, while maintaining client focus, internal collaboration, and compliance with ethics requirements.

Qualifications

  • Experience in monitoring business operations and processes.
  • Strong client relationship mindset and ethics compliance.

Responsibilities

  • Support client relationships and deliverables from planning to completion.
  • Coordinate accounts payable and accounts receivable operations.
  • Assist with monthly firm accounting tasks and client billings.
  • Prepare packaging of client tax returns, e-filing, and document collection.
  • Provide day-to-day administrative support (phone, scheduling, office supplies).
  • Maintain organized facility space and smooth running of operations.

Skills

Interpersonal communication
Analytical abilities
Problem-solving skills
Client-focused approach

Tools

QuickBooks
Microsoft Outlook
Microsoft Word
Microsoft Excel
Lacerte

Job description

Job Description

Ross & Champion, CPAs has an opening for a full-time firm administrator to join its public accounting firm. We are seeking an exceptional professional to join us and work as a key team player together with our staff, owners, and clients.

Reporting directly to ownership, this position **** will support client relationships and be responsible for client deliverables through the planning, execution, direction, and completion of client project needs. Additionally, our ideal candidate understands the actions needed to be client focused from start to finish; collaborate with the internal team of professionals; and follow our ethics requirements.

The ideal candidate will possess a proven background in monitoring business operations, specifically:

  • Advanced knowledge of QuickBooks and Microsoft applications including Outlook, Word, and Excel
  • Keep office operations organized, efficient and running smoothly.
  • Prepare packaging of client tax returns, scanning, e-filing, and collection of sensitive client documents; Experience with Lacerte filing process is desired; the right candidate can be trained
  • Support monthly firm accounting tasks and client billings.
  • Coordinate accounts payable and client receivable operations
  • Day to day administrative support such as phone, scheduling, managing office supplies and other general office duties.
  • Organize and maintain facility space to keep everything in working order for expected needs
  • Strong interpersonal communication skills, analytical abilities, and problem-solving skills.

If you are a self-starter who can take ownership of your work without being micromanaged, this could be the perfect fit! Benefits include performance bonus, paid career development, retirement plan with matching, partial employer paid contribution to health insurance for employees, access to concierge physician services, and PTO days.

Company Description

A tax CPA firm experiencing explosive growth that needs to add a professional to the team to assist with the growth..

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