Administrative Assistant
3 weeks ago
Job Summary
Robert N Lang CPA is seeking a proactive and detail-oriented Administrative Assistant to join our team in Westchester County, NY. As a certified public accounting firm specializing in accounting, taxation, IRS resolution, and consulting, we serve individuals, small to medium-sized companies, and Trusts and Estates. This role offers room for growth within our close-knit, community-oriented firm that values work-life balance. This position can expand into bookkeeping, payroll, and tax preparation work over time, making it ideal for someone interested in a long-term career with advancement potential.
Position Description
The Administrative Assistant is responsible for various office tasks, including client scheduling, data management, and preparation of meeting materials. They will ensure client needs are met, and deadlines are proactively managed while supporting team members and contributing positively to our office culture. We value individuals who are proactive about identifying and implementing process improvements that enhance team efficiency and client satisfaction. This role is perfect for a customer-focused professional seeking growth in a dynamic firm.
Key Responsibilities
- Welcome clients and visitors at the reception desk
- Enhance and maintain office workflows and processes
- Develop and document standard operating procedures
- Manage client scheduling and follow-up
- Handle and direct phone calls appropriately
- Provide administrative support, including calendar management and scheduling
- Prepare reports, presentations, and client deliverables for meetings
- Coordinate bulk mailings and client communications
- Organize and maintain client files and databases
- Stay updated on industry standards and changes, including tax law
- Participate in ongoing education through webinars, workshops, and networking
- Uphold strict confidentiality for all client information
Qualifications
- Minimum two years of experience in administration, customer service, or hospitality
- Strong attention to detail, with an ability to multitask and prioritize effectively
- Excellent verbal and written communication skills
- Knowledge of Microsoft Office Suite (additional software training provided on the job)
- Strategic thinker with regard to operational efficiency, decision-making, and problem-solving skills
- Familiarity with professional services firms or accounting (preferred)
Benefits
- 401K plan with company match
- Medical benefits
- Bonus opportunities
- Paid time off and holidays
- Flexible work-from-home options in the future
- Support for professional development, including CPA exam prep
- Memberships in professional organizations
- Competitive salary, commensurate with experience
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