Administrative Assistant

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administrative assistant

Position Description

Summary Chawla and Associates CPAs is seeking an Administrative Assistant to join our team. As a full-service CPA firm, we specialize in tax, accounting, and consulting services for individuals and businesses. Our focus is on providing high-quality, personalized service to our clients while maintaining an efficient and organized office environment. We are looking for a highly motivated and detail-oriented individual to support our growing firm.

Position Description

The Administrative Assistant will handle key office functions including answering phones, document intake, scanning, renaming files, organizing client records, and providing general administrative support. This individual will play a crucial role in ensuring smooth office operations and enhancing client experience through excellent customer service and efficiency.

Specific Responsibilities

Answer and direct incoming phone calls in a professional manner

Greet clients and visitors, ensuring a welcoming experience

Manage document intake, scanning, renaming, and filing electronic and physical documents

Organize and maintain client files, ensuring accuracy and confidentiality

Assist with client scheduling and follow-ups

Provide administrative support to team members, including calendar management and correspondence

Prepare client meeting materials, reports, and presentations

Handle client communications, including bulk mailings and outreach

Track and manage key deadlines, including client tax filing deadlines and renewals

Ensure compliance with firm policies and industry regulations

Assist with office management tasks, such as ordering supplies and coordinating maintenance needs

Maintain confidentiality of sensitive client and firm information

Qualifications And Competencies Associate’s or Bachelor’s degree preferred

Minimum of two years of administrative or office experience, preferably in a professional services or accounting firm

Strong organizational and multitasking skills

Excellent verbal and written communication skills

Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and document management software

Familiarity with workflow management and CRM systems (Financial Cents or similar) is a plus

Ability to work independently and collaboratively in a fast-paced environment

High level of professionalism and client service orientation

Preferred Qualifications Experience in a CPA or financial services firm

Knowledge of accounting and tax-related terminology

Proficiency in document management systems and workflow tools

Compensation And Benefits Competitive salary based on experience

Paid time off and holidays

Opportunities for professional growth and training

A supportive and team-oriented work environment

How to Apply

We’d love to hear from you. Please send your application to [email protected], and make sure to include the position title in the subject line so we can review it quickly and connect you with the right person.

We're Hiring

Senior Tax AccountantBookkeeping SpecialistAdministrative AssistantSubmit

2752 Forgue Dr, Suite 100-B, Naperville, IL 60564

(630) 922-8600

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