Administrative Assistant

Position Description

Summary
Chawla and Associates CPAs is seeking an Administrative Assistant to join our team. As a full-service CPA firm, we specialize in tax, accounting, and consulting services for individuals and businesses. Our focus is on providing high-quality, personalized service to our clients while maintaining an efficient and organized office environment. We are looking for a highly motivated and detail-oriented individual to support our growing firm.

Specific Responsibilities

• Answer and direct incoming phone calls in a professional manner
• Greet clients and visitors, ensuring a welcoming experience
• Manage document intake, scanning, renaming, and filing electronic and physical documents
• Organize and maintain client files, ensuring accuracy and confidentiality
• Aid with client scheduling and follow-ups
• Provide administrative support to team members, including calendar management and correspondence
• Prepare client meeting materials, reports, and presentations
• Handle client communications, including bulk mailings and outreach
• Track and manage key deadlines, including client tax filing deadlines and renewals
• Ensure compliance with firm policies and industry regulations
• Assist with office management tasks, such as ordering supplies and coordinating maintenance needs
• Maintain confidentiality of sensitive client and firm information

Qualifications And Competencies

• Associate’s or Bachelor’s degree preferred
• Minimum of two years of administrative or office experience, preferably in a professional services or accounting firm
• Strong organizational and multitasking skills
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and document management software
• Familiarity with workflow management and CRM systems (Financial Cents or similar) is a plus
• Ability to work independently and collaboratively in a fast-paced environment
• High level of professionalism and client service orientation

Preferred Qualifications

• Experience in a CPA or financial services firm
• Knowledge of accounting and tax-related terminology
• Proficiency in document management systems and workflow tools

Compensation And Benefits

• Competitive salary based on experience
• Paid time off and holidays
• Opportunities for professional growth and training
• A supportive and team-oriented work environment

How to Apply

We’d love to hear from you. Please send your application to info@chawlacpa.com, and make sure to include the position title in the subject line so we can review it quickly and connect you with the right person.