Administrative Assistant

About the Role

Our Administrative Assistants are a key part of our front office team, helping clients and providing support services for our accounting staff in a variety of functions. In this full-time, entry-level position, you will provide clerical and administrative services to our firm of over 40 team members. You will support the team year-round, with increased workload from February to April during Tax Season. A can-do attitude and strong organizational skills are essential to ensure our work meets the highest quality standards.

About Us

Platform Accounting Group is a rapidly growing professional services firm offering tax, accounting, assurance, IT consulting, and soon-to-be wealth management services to small and medium-sized businesses and their owners. With 50+ offices across 15 states and significant growth ahead, we prioritize flexible work arrangements to meet the diverse needs of our employees. Enjoy a professional, dynamic work environment while maintaining work/life balance.

Responsibilities

• Greet clients and maintain a professional, welcoming front office environment
• Assemble and electronically file individual, partnership, corporation, and fiduciary tax returns
• Answer phones and manage client communications
• Receive client payments and update client accounts
• Onboard new clients in CCH, E-file Cabinet, and Karbon
• Finalize monthly billing for bill managers
• Order office supplies and schedule building maintenance
• Scan and file documents as requested
• Assist with outgoing mail and compile client packets and meeting documents
• Support the Tax and Client Accounting departments with document processing
• Coordinate and order lunch for business meetings
• Assist with event coordination as needed
• Electronically file returns

This position requires attention to detail, analytical skills, a flexible and positive attitude, and the ability to thrive in a fast-paced environment.

Requirements

• 1+ years of professional office experience
• Excellent organizational skills and flexibility
• Strong communication and interpersonal skills
• Ability to establish priorities and manage time efficiently
• Friendly disposition and professional demeanor
• Comfortable working in a fast-paced environment
• Desire to grow with the firm and pursue upward mobility
• Excellent written, verbal, and listening communication skills with clients and team members
• Proficiency in Microsoft Office Suite
• Knowledge of Karbon and CCH is a plus

Benefits

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits