Administrative Assistant - CPA Firm

About the Role

Brady Ware is a top 200 national CPA and advisory firm recognized for our team-oriented culture, entrepreneurial mindset, and commitment to professional growth. We are seeking a detail-oriented and organized Administrative Assistant to support our daily workflow and ensure seamless administrative and tax-related processes in our Columbus, OH office (near Easton Mall). This role involves general office administration, tax and audit support, and operational responsibilities using multiple software programs.

Core hours: 8:00 AM – 5:00 PM. Overtime is required during peak tax deadlines (March, April, September, October), including some Saturdays.

Responsibilities

• Provide exceptional customer service by managing client communications via phone and email, greeting appointments, and maintaining positive public relations.
• Organize and maintain office supplies, equipment, mail distribution, and client documentation storage.
• Assist with assembling and electronically filing tax returns.
• Process client invoices and assist with bank deposits.
• Ensure data integrity across multiple systems for accurate reporting.
• Collaborate with internal team members to facilitate smooth operations and communication.
• Assist in scheduling and coordinating meetings, events, and office lunches.

Requirements

• Professional presence in dress, demeanor, and client interactions.
• Strong proficiency in Microsoft Office with the ability to learn new software quickly.
• Ability to communicate clearly and professionally as a key liaison between management, employees, and clients.
• Willingness to cross-train on all administrative and operational responsibilities.
• High attention to detail and accuracy, with strong grammar, spelling, and punctuation skills.
• Proven discretion and comfort handling confidential information.
• Strong multi-tasking skills and adaptability to shifting priorities.
• Proactive problem-solver with the ability to find resources and identify solutions.
• Commitment to attendance standards, including working overtime as needed during peak periods.

Preferred Qualifications

• Experience working in a CPA or tax firm.
• Familiarity with tax season workflow and filing deadlines.
• Experience with tools such as CCH Axcess, SafeSend, or similar systems.

Work Environment

• Public accounting firm environment.
• Seasonal increase in workload during tax season.
• Collaborative, team-oriented environment with direct support from tax professionals.