Firm Administrator

About the Firm

A boutique accounting and advisory firm in Central Florida is seeking an organized professional to support their growing team. This firm specializes in serving high-net-worth families and private investment entities, offering the technical expertise of a large firm with a personalized, "boutique" client experience.

Role Overview

As a Firm Administrator you will be the engine that keeps tax engagements moving smoothly. You’ll manage document processing, client communications, and internal workflows, working closely with partners and staff to ensure deadlines are met with precision.

Key Responsibilities

• Tax Document Management: Assemble and process tax returns (paper and electronic), archive client documents, and manage the "scan-and-autoflow" process for tax preparers.
• Workflow Support: Maintain tax due-date lists, update project statuses in tracking software (CCH Axcess), and manage IRS/state tax correspondence.
• Client Relations: Coordinate engagement letters and authorization forms via Adobe Sign, respond to client inquiries, and greet clients for document drop-offs.
• Office Administration: Provide direct support to partners (calendar/meetings), assist with billing and invoices, and help coordinate staff logistics during peak tax season.

Ideal Qualifications

• Required: Proficiency in Microsoft Office (Excel, Word, Outlook), extreme attention to detail, and the ability to handle confidential financial data with discretion.
• Experience: 1–3 years in a CPA firm or tax-related administrative role is preferred.
• Tech Savvy: Familiarity with professional tax software (like CCH Axcess) and digital signature tools (Adobe Sign) is a major plus.
• Credentials: An active Florida notary commission (or willingness to obtain one) and QuickBooks experience are highly valued.