Seasonal Accounting Office Admin - Growth Path

Heritage CPAs, PLLC; Hauppauge (NY); On-site; USD 34,000 - 49,000; Full time

Job summary

Heritage CPAs, PLLC in Hauppauge, NY seeks an Administrative Assistant (Temp to Perm, Full-Time) to support our busy season. This role will manage scheduling, document handling, client communications, onboarding, and day-to-day office operations with an eye toward continuity and accuracy.

The ideal candidate has 4+ years in professional services admin, strong organization, and proficiency with MS Office. There is potential for the role to become permanent based on performance and business needs.

Qualifications

• 4+ years of administrative experience in a professional-services environment (accounting, law, or similar).
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities, meet deadlines, and stay organized during high-volume periods.
• Excellent written and verbal communication skills with a professional, client-focused approach.
• Proficiency in Microsoft Outlook, Word, and Excel; familiarity with accounting, tax, or client-portal software is a plus.
• Strong sense of accountability, initiative, follow-through, and teamwork.
• Certified Notary Public preferred.

Responsibilities

• Handle general office administration, including scheduling, filing, scanning, document organization, data entry, and correspondence.
• Serve as a professional point of contact for clients by phone, email, and in person, providing timely and courteous communication.
• Maintain a professional, courteous, and helpful phone manner when answering and handling client calls.
• Oversee and track key client deadlines and follow up on outstanding items to support timely completion of deliverables.
• Draft, organize, manage, and maintain engagement letters and other client documentation.
• Maintain confidentiality and handle sensitive client and firm information with discretion.
• Assist with new-client onboarding and related administrative setup and follow-through.
• Support professional staff with workflow coordination, task follow-ups, document management, and office organization.

Skills

Administrative experience

Organizational skills

Attention to detail

Communication skills

Multi-tasking

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Heritage CPAs, PLLC in Hauppauge, NY seeks an Administrative Assistant (Temp to Perm, Full-Time) to support our busy season. This role will manage scheduling, document handling, client communications, onboarding, and day-to-day office operations with an eye toward continuity and accuracy.

The ideal candidate has 4+ years in professional services admin, strong organization, and proficiency with MS Office. There is potential for the role to become permanent based on performance and business needs.