Administrative Assistant II

Administrative Assistant II

The Opportunity:

At Frost our Administrative Assistants play a pivotal role in providing top-level support to our CPA practice. Youll be responsible for managing communication with both new and existing clients while also handling important day-to-day administrative tasks guaranteeing smooth operations.

Your Key Responsibilities:

• Assemble and process tax returns (e.g. client engagement letters organizers returns extensions and estimates).
• Administration of Tax Portal Access (client activation changes deletions document uploads assist clients with usage etc.).
• Responsible for overall document organization including scanning and storage of client documents.
• Manage tax due dates and delivery of tax deliverables.
• Provide administrative support to the firm by managing inbound phone calls sending and receiving deliveries and sorting and delivering mail.
• Establish positive rapport with clients to enhance client delivery support.
• Thorough understanding of tax preparation software (CCH Preferred).
• Identify problems and seek resolution through sound judgment and solid decision-making skills.
• Research questions and problems regarding departmental or administrative policies procedures information or services including questions which are complex in nature. Maintain the highest degree of professionalism and client confidentiality.
• Optimize workflow efficiency resources and client satisfaction.
• Assist with event and meal coordination.
• Project management skills.

Qualifications:

• High School Diploma or equivalent.
• Basic understanding of Microsoft Office Suite (including Word Outlook and Excel) and Adobe Acrobat.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to work on-site required.
• Excellent communication and flexibility with a willingness to learn.
• Availability of working 40 hours a week. During the busy season overtime will be mandatory.
• One to two years of work experience in public accounting is required.
• Experience using CCH Axcess CCH Prosystems fx Engagement CCH AnswerConnect QuickBooks and other tax preparation and research software is preferred but not required.

Whats In It For You

• Competitive Compensation: We offer a salary that values your expertise and experience.
• Generous PTO: Ample paid time off to recharge and enjoy life outside of work.
• Comprehensive Benefits: Medical dental and vision programs.
• 401(k) Retirement: Secure your future with our robust retirement plan.
• Education Reimbursement: We support your continuous learning journey.
• Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities.
• Professional Memberships: We cover fees for business civic and professional organizations.
• Well-being Resources: Support for your emotional well-being.
• Life and Disability Insurance: Peace of mind with our paid insurance programs.
• Parental Leave: Paid maternity and paternity leave.

What Can You Expect

• Initial Screening: A phone call to understand your fit for the role.
• Panel Interviews: Engage with HR and potential colleagues to discuss your future with us.
• Feedback Loop: Transparent communication throughout the hiring process.

Who is Frost
Frost PLLC is a forward-thinking full-service accounting firm dedicated to personalized financial advice. Our services span tax assurance advisory business valuation litigation and animal welfare. We value respect communication and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life.

Frost PLLCs policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates.

• Frost PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost PLLC. (e.g. search firms staffing agencies fee-based referral services and recruiting agencies.)
• Any resume or CV submitted to an employee of Frost PLLC without a signed vendor agreement in place within the last year will be considered Frosts property.
• To be duly considered for a vendor agreement with Frost PLLC all formal requests must be exclusively submitted to. Any communication through alternative channels shall be deemed invalid for consideration.

Required Experience:

Manager