CPA Office Support Staff

About the Role

We're not here to "do paperwork." We help clients keep more of what they earn by tightening up their books, cleaning up workflows, and uncovering opportunities that cut fees and reduce taxes. If you take pride in being the person who keeps everything moving, keeps clients calm, and keeps the team on track—this role matters.

Responsibilities

• QuickBooks Desktop experience is REQUIRED to be considered
• Assist with the coordination of our bookkeeping + payroll team
• Keep deadlines tight, workflows clean, and nothing falling through the cracks
• Communicate with clients by phone and email (confident, clear, professional)
• Work inside QuickBooks Desktop and support bookkeeping organization
• Gather and organize tax-related items so the CPA team can move fast and accurately
• Use tools like Microsoft 365 (Word, Teams) plus Thomson Reuters and Drake
• Use AI tools to improve speed, accuracy, and consistency

What We're Looking For

You'll win here if you are:

• Fast, organized, and relentless about follow-through
• The kind of person who doesn't need to be chased
• Calm with clients, sharp with details, and strong on the phone
• Comfortable juggling multiple clients and priorities at once
• The "hub" who makes the office run smoother simply by showing up

Requirements

• Hands-on QuickBooks Desktop experience (required)
• 1–2 years in office admin/accounting support/client coordination
• Strong phone communication and professional presence
• Excellent organization + task management
• Proficient with Microsoft 365 (Word, Teams)
• Comfortable learning new systems + using AI to boost productivity

Nice to Have

• CPA firm experience
• Thomson Reuters and/or Drake familiarity
• Experience coordinating outsourced bookkeeping/payroll vendors

Benefits

• Health Insurance
• Retirement Plan
• Paid Vacation
• Paid Holidays
• Stable year-round role with room to grow
• A team that values performance and ownership