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Part-Time Administrative Assistant

3 weeks ago

Chesterfield, Missouri, United States c-f4f0-4b51-864f-bccd3da8c389 Full time

About Us

JB Accounting & Tax Services PC is a small firm located in Chesterfield, MO is seeking a reliable and detail-oriented Part-Time Administrative Assistant to support daily office operations and provide friendly, professional service to our clients. This role is ideal for someone who enjoys a mix of administrative tasks, client interaction, and organized office work. The part-time schedule offers flexibility, with additional hours available during tax season if desired. Must be comfortable with dogs. Please send resume to

Responsibilities

  • Client Service & Communication
  • Greet clients in person and by phone, providing a warm and professional first point of contact.

Office & Administrative Support

  • Maintain organized physical and digital filing systems, ensuring confidentiality of sensitive financial information.
  • Schedule appointments and coordinate calendars for the CPAs.
  • Prepare engagement letters, onboarding forms, and general client correspondence.
  • Process incoming and outgoing mail; assemble and distribute client packets and tax return folders.

Tax Season & Workflow Support

(Primarily January–April; expanded hours optional)

  • Assist with uploading tax documents to tax software (training provided).
  • Track the status of client documents.
  • Help maintain workflow spreadsheets or practice management software.

Light Accounting Support

  • Assist with basic data entry tasks or bookkeeping prep (optional based on experience).
  • Answer phones, take messages, and route calls to the appropriate team member.
  • Assist clients with document drop-off, pickup, scanning, and secure uploading.
  • Follow up with clients for missing documents or signatures.

Qualifications

  • 1+ year of administrative experience (experience in a CPA firm or financial services preferred).
  • Strong attention to detail and excellent organizational skills.
  • Clear, professional communication and customer service abilities.
  • Proficiency with Microsoft Office (Word, Excel, Outlook).
  • Familiarity with QuickBooks or tax software is a plus.
  • Ability to maintain confidentiality with sensitive information.

Why Work With Us

  • Flexible part-time schedule.
  • Supportive, small-office environment.
  • Opportunity to learn accounting workflows and build valuable administrative skills.
  • Stable, consistent workload with increased activity during tax season.

How to Apply

Please submit your resume through Indeed or e-mail to

Job Type: Part-time

Pay: $ $20.00 per hour

Expected hours: 24 – 32 per week

Work Location: In person