Growth-Focused Administrative Assistant (CPA Firm)

Harbor Accounting Group; Syosset (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

Harbor Accounting Group in Syosset, NY is seeking a full-time Administrative Assistant to support client service, document management, data entry, and daily office operations. The role emphasizes organization, discretion with confidential information, and comfort with technology, with QuickBooks experience helpful but not required.

Key duties include CRM client records, filing, bookkeeping support, tax return data entry, client communications, invoicing, and general admin tasks.

Qualifications

• Strong attention to detail and accuracy in data entry and document handling.
• Proficiency in Microsoft Office, particularly Outlook, Excel, and Word.
• Ability to learn and navigate CRM systems and other software platforms.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and stay organized in a fast-paced environment.
• Sound judgment when handling confidential information.
• Ability to work independently and collaboratively.

Responsibilities

• Client Records: Create, maintain, and update client information in our CRM system.
• Document Management: Scan, organize, and electronically file incoming mail, client records, and tax documents.
• Bookkeeping Support: Assist with recording transactions, reconciling accounts, and maintaining accurate financial records for multiple clients.
• Tax Return & E-Filing Support: Assist with tax software data entry, document processing, and electronic filing procedures, with appropriate training and supervision.
• Client Communication: Answer phone calls and emails professionally, respond to routine inquiries, and direct questions to the appropriate team members.
• Billing Support: Prepare invoices, send billing statements, and track client payments.
• Administrative Support: Schedule appointments, maintain digital and physical filing systems, and assist with daily office needs and team workflow.
• Confidentiality: Protect sensitive client and firm information with care and discretion.
• Process Improvement: Suggest ways to streamline administrative tasks and client service processes, including opportunities for automation.

Skills

Attention to detail

Data entry accuracy

Communication skills

Multitasking

Independent and team work

Tools

Microsoft Office

Outlook

Excel

Word

CRM systems

QuickBooks

Job description

Harbor Accounting Group in Syosset, NY is seeking a full-time Administrative Assistant to support client service, document management, data entry, and daily office operations. The role emphasizes organization, discretion with confidential information, and comfort with technology, with QuickBooks experience helpful but not required.

Key duties include CRM client records, filing, bookkeeping support, tax return data entry, client communications, invoicing, and general admin tasks.