Job Overview

Our client is looking for a detail-oriented Administrative Assistant to support a CPA, particularly during peak tax season, by managing client intake, financial data entry, and client-facing communication for high-net-worth individuals.

Schedule: Monday - Friday, 9:00 AM - 9:00 PM EST (varying shifts within these hours) and select Saturdays from 10:00 AM - 4:00 PM EST (20 work hours per week)

Responsibilities

• Accurately input and manage client financial information to support timely tax preparation
• Answer incoming calls and serve as the first point of contact for high-net-worth clientele
• Coordinate and manage appointment scheduling to ensure a smooth and organized calendar
• Process and maintain client intake forms, ensuring all required documentation is complete
• Support the CPA during peak tax season by handling backend administrative tasks to reduce turnaround times
• Follow up with clients on outstanding documents or pending items in a professional and timely manner

Requirements

• Previous experience in an administrative or executive assistant role, preferably supporting professionals in accounting, finance, or a similar high-trust environment
• Exceptional attention to detail and accuracy, particularly with data entry and financial information
• High level of integrity and discretion when handling confidential and sensitive personal data
• Punctual, reliable, and able to maintain consistent performance during high-volume periods
• Ability to work independently with minimal supervision while following established processes

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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