Assistant to Client Services

5 days ago


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

PDR CPAs and Advisors, a leading Tampa Bay firm, has been serving clients for 50 years through our BDO Alliance membership.

Assistant to Client Services Position

This role involves supporting our client services team with various administrative tasks. As an experienced Administrative Support Specialist, you will be responsible for processing client organizers and tax forms, distributing tax returns, and electronically filing documents.

The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to work independently in a team environment.

Responsibilities:
  • Annual tax season preparation, including organizing and processing client documents.
  • Analyze and distribute tax returns to clients via secure channels.
  • Respond to client inquiries and maintain accurate records.
  • Compose professional correspondence and process outgoing mail.
Requirements:
  • Minimum 2+ years of administrative experience.
  • Intermediate knowledge of the Microsoft Office Suite.
  • Prior experience in a CPA firm is highly valued.
Benefits:
  • Competitive salary: $42,000 per year.
  • Generous PTO package, including 16 days off.
  • Group healthcare and dental insurance options.


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