Tech-Savvy Admin Assistant | Processing & Client Service

DunlapSLK PC; Chalfont (PA); Hybrid; USD 40,000 - 56,000; Full time

Benefits offered by this job

Flexible working environment

Competitive salary

Paid time off

Health, dental and vision benefits

401(k) match and profit sharing

Job summary

DunlapSLK PC is seeking an Administrative Assistant – Processing Specialist to join our in-office team in Chalfont, PA. The role supports tax return processing, financial statements, engagement letters, and document management in a technology-driven, client-focused environment.

The position offers flexible work, a collaborative culture, and opportunities to learn new systems while delivering excellent client service. Prior admin or tax-related experience is preferred.

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal and customer-service skills.
• Exceptional attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to prioritize multiple tasks and meet deadlines.
• Strong computer and technology skills.

Responsibilities

• Provide front-desk and administrative support.
• Assist with tax return processing, financial statements, and client deliverables.
• Prepare engagement letters and correspondence.
• Coordinate meals and firm events.
• Support tax-season workflow and document processing.
• Ensure secure handling of client information and use of portals.

Skills

Communication skills

Organizational skills

Attention to detail

Time management

Team player

Customer service

Tools

Microsoft 365

Adobe Acrobat

PDF tools

Electronic document mgmt systems

Electronic signatures

OCR/scanning

SharePoint/OneDrive

Job description

DunlapSLK PC is seeking an Administrative Assistant – Processing Specialist to join our in-office team in Chalfont, PA. The role supports tax return processing, financial statements, engagement letters, and document management in a technology-driven, client-focused environment.

The position offers flexible work, a collaborative culture, and opportunities to learn new systems while delivering excellent client service. Prior admin or tax-related experience is preferred.