Tech-Forward Administrative Workflow Architect

DONALD R LEO & COMPANY LTD; Arizona; Remote; USD 42,000 - 66,000; Full time

Job summary

DONALD R LEO & COMPANY LTD is a specialized Tax Consulting firm seeking an Administrative Specialist to act as a workflow architect, managing the firm’s digital ecosystem and providing direct technical support to the Senior Principal.

The role emphasizes modern hardware, cross-platform applications, and secure document handling, with a focus on consulting projects rather than traditional tax returns. A tech-forward, detail-oriented candidate is required.

Qualifications

• 5+ years of professional services experience (CPA or Legal)
• Strong proficiency in Microsoft 365 and PDF manipulation
• Experience assisting senior executives with modern hardware and cross‑platform apps
• Proficiency in CCH/ProSystem fx ecosystem for document management
• Ability to manage long-term consulting projects rather than tax returns
• Experience with practice management software (e.g., Practice CS, Workflow, CCH Axcess)
• Understanding secure document handling, encryption portals, and SOC-2 basics
• Basic knowledge of QuickBooks or Xero for client reporting
• Excellent written and verbal communication; able to explain portal instructions to non-technical clients
• Experience managing statuses in practice management software to meet deadlines
• Advanced PDF optimization and secure portal management
• Strict confidentiality regarding high-net-worth client data and strategies
• Cyber hygiene for secure file transfers via encrypted portals
• Familiarity with IRS Publication 4557 and PII protection in hybrid environments
• Onboarding new clients with digital engagement letters and portal setup
• Meticulous digital filing system maintenance

Responsibilities

• Act as Tech Liaison for the Senior Principal; ensure synchronization between iPad, Laptop, and firm servers
• Design and optimize digital workflows in ProSystem/CCH applications
• Coordinate firm operations using cloud-based tools to stay organized
• Troubleshoot and manage software updates and mobile app integrations for the Principal
• Coordinate with Technical Advisory Service Firm

Skills

Microsoft 365

PDF manipulation

Communication

Confidentiality

Cyber hygiene

Tools

ProSystem fx

CCH Axcess

Practice CS

Workflow

QuickBooks

Xero

Adobe Acrobat

Job description

DONALD R LEO & COMPANY LTD is a specialized Tax Consulting firm seeking an Administrative Specialist to act as a workflow architect, managing the firm’s digital ecosystem and providing direct technical support to the Senior Principal.

The role emphasizes modern hardware, cross-platform applications, and secure document handling, with a focus on consulting projects rather than traditional tax returns. A tech-forward, detail-oriented candidate is required.