Current jobs related to Administrative Client Support Coordinator - Oldsmar, Florida - PDR CPAs and Advisors

  • Administrative Support Specialist

    7 days ago

    Oldsmar, Florida, United States PDR CPAs and Advisors Full time

    Job SummaryPDR CPAs and Advisors is seeking a highly detail-oriented and organized Administrative Support Specialist to join our team. As a key member of our administrative staff, you will be responsible for providing exceptional support to our accounting staff and clients, ensuring seamless day-to-day operations and exceptional client service.Key...

  • Administrative Support Specialist

    1 week ago

    Oldsmar, Florida, United States Automation Personnel Services Full time

    Job DescriptionAutomation Personnel Services is seeking a skilled Receptionist / Administrative Assistant to join their team. In this role, you will be responsible for providing exceptional customer service, answering phone calls, and performing various administrative tasks.Key Responsibilities:Answering multi-line phone calls and directing visitors to the...

  • Administrative Coordinator

    2 weeks ago

    Oldsmar, Florida, United States PrideStaff Full time

    Customer Service and Operations SupportWe are seeking a highly organized and detail-oriented individual to join our team at PrideStaff as an Administrative Specialist. The ideal candidate will have experience working with customers in a construction-based business and possess strong communication skills.Key Responsibilities:Process and submit invoices in a...

  • Administrative Assistant

    4 weeks ago

    Oldsmar, Florida, United States Automation Personnel Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Receptionist/Administrative Assistant to join our team at Automation Personnel Services. As a key member of our team, you will be responsible for providing exceptional customer service, managing front desk operations, and supporting our business operations.Key ResponsibilitiesAnswer and direct...

  • Administrative Coordinator

    2 weeks ago

    Oldsmar, Florida, United States PrideStaff Full time

    Customer Service and Operations AssistantWe are seeking a highly organized and detail-oriented individual to join our team as a Customer Service and Operations Assistant. The ideal candidate will have experience working with customers in a construction-based business and possess strong communication skills.Key Responsibilities:Process customer orders and...

  • Senior Financial Operations Coordinator

    4 days ago

    Oldsmar, Florida, United States Express Employment Professionals Full time

    Job OverviewWith a strong commitment to connecting talented professionals with rewarding job opportunities, Express Employment Professionals is seeking a highly skilled Senior Financial Operations Coordinator to join our team. This is a full-time, long-term opportunity that starts immediately.Estimated Salary RangeThe estimated annual salary for this...

  • Medical Support Specialist

    7 days ago

    Oldsmar, Florida, United States JOINT REGENERATION & ANTI-AGING OF Full time

    Job SummaryWe are seeking a highly skilled Medical Assistant to join our team at Joint Regeneration & Anti-Aging of. As a Medical Assistant, you will be responsible for performing routine administrative and clinical tasks to ensure the smooth operation of our medical facility.Key Responsibilities:Manage administrative duties in a timely and efficient...

  • Client Accounting Services Manager

    2 months ago

    Oldsmar, Florida, United States Jobot Full time

    Client Accounting Services Manager (Hybrid) / Competitive Salary / Regional CPA FirmAre you an experienced accounting professional eager to drive meaningful change? Our well-established CPA firm, with a rich history of nearly 50 years, is in search of a proactive Client Accounting Services Manager to enhance our operations. This role offers the flexibility...

  • Insurance Advisor

    2 weeks ago

    Oldsmar, Florida, United States Dyal Agency Full time

    Job OverviewWe are seeking a skilled Insurance Advisor to join our team at The Dyal Agency. As a Client Solutions Specialist, you will be responsible for building and maintaining strong relationships with clients to understand their life insurance needs and provide tailored solutions.Key Responsibilities:Client Engagement: Develop and maintain strong...

  • Accounting Manager

    2 months ago

    Oldsmar, Florida, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Client Accounting Advisory Manager to join our team. As a key member of our finance team, you will play a critical role in managing and advising on client accounting matters.ResponsibilitiesManage and advise on all aspects of client accounting, including month-end and year-end close...

  • Authorization Coordinator

    4 weeks ago

    Oldsmar, Florida, United States Pinnacle Home Care Inc. Full time

    Job Title: Authorization CoordinatorPinnacle Home Care Inc. is seeking a highly skilled and detail-oriented Authorization Coordinator to join our team. As an Authorization Coordinator, you will play a critical role in ensuring the smooth operation of our home health care services.Key Responsibilities:Complete final episode billing audits and assist with all...

  • Senior Accountant

    2 months ago

    Oldsmar, Florida, United States Jobot Full time

    Client Accounting Advisory Senior (Hybrid) / Competitive Salary / Established CPA Firm We are a reputable CPA firm with nearly five decades of experience, situated in the Greater Tampa, FL area, and supported by a dedicated team of around 50 professionals. We are seeking a skilled Accountant with a focus on Client Bookkeeping to enhance our finance team in...

  • Senior Accountant

    2 months ago

    Oldsmar, Florida, United States Jobot Full time

    Client Accounting Advisory Senior (Hybrid) / Competitive Salary / Regional CPA Firm This position is hosted by Jobot. Salary: $65,000 - $90,000 per year About Us: We are a well-established local CPA firm with nearly 50 years of experience, employing around 50 professionals in the Greater Tampa, FL area. We are currently seeking a highly skilled and...

  • Technical Support Specialist

    3 weeks ago

    Oldsmar, Florida, United States TEKsystems Full time

    Job SummaryTEKsystems is seeking a skilled Technology Support Analyst to join their team in Oldsmar, FL.Key Responsibilities:Providing onsite technical assistance with desktop/laptop configuration.Offering remote phone/chat support via remote control tools to troubleshoot applications/operating system issues.Requirements:1-2 years of experience in a 2nd...

  • Brand Marketing Coordinator

    2 weeks ago

    Oldsmar, Florida, United States MarineMax Full time

    Brand Marketing CoordinatorWe are seeking a highly skilled and detail-oriented Brand Marketing Coordinator to join our marketing team at MarineMax. In this role, you will play a key part in supporting the development and execution of brand marketing strategies that enhance and drive brand awareness, customer engagement, and support business growth.Key...

  • Customer Experience Coordinator

    2 weeks ago

    Oldsmar, Florida, United States Marshalls Full time

    Job Title: Customer Experience CoordinatorWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Coordinator. As a key member of our store team, you will be responsible for promoting an excellent customer experience and ensuring that our customers receive the highest level of service.Key...

  • Event Planning Coordinator

    1 month ago

    Oldsmar, Florida, United States Actabl Full time

    About ActablActabl is a hospitality company that empowers the people who power hospitality. We provide software as a service to hotels, and our mission is to make a positive impact on the industry.Our ValuesStart with People: We believe that hospitality starts with people, and we strive to build relationships, earn trust, and have fun in everything we...

  • Dental Office Coordinator

    2 weeks ago

    Oldsmar, Florida, United States Bay Arbor Dental Care Full time

    Job Summary:We are seeking a highly organized and detail-oriented Business Assistant to join our team at Bay Arbor Dental Care. As a Business Assistant, you will play a vital role in supporting our front office and ensuring the smooth operation of our dental practice.Key Responsibilities:* Greet and welcome patients, creating a positive first impression of...

  • Nurse Practitioner

    4 weeks ago

    Oldsmar, Florida, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care: A Leader in Home Health CareBAYADA Home Health Care is a renowned provider of home health care services, dedicated to delivering exceptional care to individuals in need. As a Registered Nurse (RN) with BAYADA, you will have the opportunity to make a meaningful difference in the lives of our clients and their families.About the RoleWe...

  • Dental Laboratory Assistant

    1 week ago

    Oldsmar, Florida, United States LEIXIR DENTAL LAB GROUP Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Dental Laboratory Assistant. In this role, you will provide administrative support to our lab team, ensuring accuracy and efficiency in our daily operations.Key Responsibilities:Assist in maintaining accurate records and data in our lab management system.Support...

Administrative Client Support Coordinator

2 months ago

Oldsmar, Florida, United States PDR CPAs and Advisors Full time
Position Overview

Salary: $20.00 - $25.00 Hour

PDR CPAs and Advisors is a well-established firm in the Tampa Bay area, recognized for over 50 years of dedicated service. Our focus is on the ongoing expansion of our regional, national, and international CPA service offerings. As a member of the BDO Alliance, we benefit from the resources of a global leader in Assurance, Tax, and Consulting services.

Being a local firm allows us the flexibility to proactively support our employees in their professional development. We foster a culture that encourages self-starters to create a dynamic and personalized career path. Continuous employee feedback is essential to enhancing our workplace culture, making PDR CPAs and Advisors an exceptional organization for growth.

Work-Life Balance: We prioritize a better work-life balance for our professionals.

Empowerment: Our entrepreneurial environment encourages creativity in customizing career opportunities and compensation to meet individual needs.

Position Summary: We are seeking a full-time Administrative Client Support Specialist. The ideal candidate will be energetic, detail-oriented, deadline-sensitive, and capable of working both independently and as part of a team. Professionalism, flexibility, reliability, and a commitment to accuracy and quality are essential. Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, along with the willingness to learn additional software, is required.

Key Responsibilities:

  • Prepare for annual tax season, including processing client organizers.
  • Handle various tax forms, including New Client setups, Power of Attorneys, and Sub S Elections.
  • Assemble tax returns for mailing to clients or governmental entities.
  • Distribute tax returns securely via email.
  • Generate and analyze reports during tax season to ensure data accuracy.
  • Process and electronically file all tax returns.
  • Manage incoming calls, expedite client work, and collect fees.
  • Respond to inquiries from both internal and external sources, managing communications via email and phone.
  • Compose correspondence and other written materials as needed.
  • Process outgoing mail, including certified mailings.
  • Assist shareholders as required.

Qualifications:

  • Minimum of 2 years of prior administrative experience.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and a commitment to quality.
  • Proven ability to take initiative and work effectively in a team environment.
  • Ability to manage multiple projects simultaneously.
  • Intermediate knowledge of Microsoft Office Suite.
  • Prior experience in a CPA firm is advantageous.

Ideal Candidate Profile:

  • Prior experience as a professional office administrative assistant is highly desirable.
  • Must demonstrate proficiency with MS Office Suite.
  • Capable of maintaining focus and attention to detail while managing multiple tasks.
  • Ability to handle confidential materials with discretion.
  • Willingness to follow directions, ask questions, and adapt to change.
  • Strong interpersonal and communication skills, capable of engaging with personnel at all levels.

PDR CPAs and Advisors is proud to be recognized as a Best Company to Work for in Florida and a Best Place to Work by local business publications. We emphasize creating an office environment that meets our employees' needs and a work schedule that supports their quality of life.

Benefits Include:

  • Minimum of 16 Days PTO
  • 9 Paid Holidays
  • Group Healthcare
  • Dental/Vision Insurance Options
  • Employer Paid Life Insurance
  • Long & Short Term Disability Insurance
  • Flexible Spending Account (FSA)
  • 401(k) Retirement Plan with Employer Match
  • Tension Tamers Program
  • Fitness Reimbursement
  • Wellness Program
  • Firm Paid CPE/Dues/Licenses
  • Marketing Referral Bonus
  • Flex Time