Front Office Lead for CPA Firm

Job Description

Job Description

Responsibilities:

• Lead administrative teams to provide seamless office and administrative support coverage.
• Provide efficient, courteous, and professional support to internal and external clients, ensuring a positive client experience.
• Prepare tax return packages for delivery, including printing, assembling, and quality-checking all documentation.
• Maintain proficiency in core business software applications such as Microsoft Word, Excel, Outlook, and Adobe Acrobat to support daily operations.
• Organize and file documents in compliance with firm-wide electronic retention policies and standards.
• Accurately record and communicate client records and progress updates across relevant departments in a timely manner to ensure accurate visibility into service timelines and outcomes.
• Schedule and coordinate appointments, meetings, and other calendar activities to ensure efficient time management and smooth daily operations.
• Manage various office support tasks, such as copying, scanning, shredding, mail metering and distribution, front desk coverage, maintaining supply rooms, and handling multi-line phone systems.
• Take on additional responsibilities as assigned, demonstrating flexibility and a proactive approach to team needs.

Qualifications:

• At least 1 year of administrative experience in an accounting or tax environment or an Associates Degree in Accounting
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Adobe Acrobat; familiarity Monday.com, Quickbooks and/or SmartVault Document Management System is preferred by not required.
• Strong organizational skills with the ability to effectively prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment
• Excellent verbal and written communication skills, with a strong emphasis on professionalism, clarity, and attention to detail.
• Ability to handle confidential information with discretion and maintain a high level of professionalism and adaptability
• Skilled in gathering, organizing, and accurately distributing information across teams and stakeholders

Work Hours:

• Summer (Memorial Day to Labor Day) M-Th 8am-6pm, Fri 8:00am-12:00pm
• Fall, Winter & Spring (Labor Day to Memorial Day) M-F 8:30am-5:30pm

We are a client-focused, community-rooted accounting firm that takes pride in building lasting relationships with the individuals and businesses we serve. As a local firm, we offer personalized, high-quality service that’s driven by our commitment to trust, transparency, and long-term success. Our team thrives on collaboration, professional growth, and delivering results that truly make a difference to our clients.

Company Description

We are a client-focused, community-rooted accounting firm that takes pride in building lasting relationships with the individuals and businesses we serve. As a local firm, we offer personalized, high-quality service that’s driven by our commitment to trust, transparency, and long-term success. Our team thrives on collaboration, professional growth, and delivering results that truly make a difference to our clients.