Administrative Assistant
Plano, TX
Part Time
Student (High School)
Ensure that client onboarding and offboarding, accounting support, and tax season administrative workflows are handled flawlessly, freeing accountants and partners to focus on billable work and ensuring clients have a smooth, professional experience.
Outcomes (Success Metrics):
Submit your resume and brief cover letter highlighting relevant administrative experience and your interest in supporting a CPA firm.
Outcomes (Success Metrics):
- Accounting Support: All client bank statements are downloaded and organized monthly; accountants have access to the necessary documents without follow-up.
- Tax Season Admin: Organizers, missing information, and deadlines tracked; internal workflows completed with minimal partner oversight.
- Manage Client Onboarding & Offboarding. 100% of client onboarding and offboarding activities are promptly handled per SOP
- Partner & Staff Relief: Partners and accountants report reduced interruptions for routine administrative tasks.
- Highly organized, detail-oriented, and process-driven
- Strong follow-through and ability to manage tasks independently
- Comfortable with Microsoft 365, PDFs, practice management systems, and accounting system
- Professional communication and client-facing demeanor
- Maintains confidentiality and handles sensitive data responsibly
- Takes ownership and accountability
- Reliable within part-time hours
- Team-first, service-oriented mindset
- Calm under seasonal pressure or workflow spikes
- Part-time, 20–25 hours per week
- Flexible schedule with additional support during tax season
Submit your resume and brief cover letter highlighting relevant administrative experience and your interest in supporting a CPA firm.
Apply for this position
Required*