CPA Administrative Assistant
Robert Half - Rochester, NY
Apply NowJob Description
Description We are seeking a highly organized and detail-oriented Administrative Assistant with prior experience in a CPA firm or tax environment. This role will support office operations and provide essential administrative assistance to our accounting and tax team. The ideal candidate has a background in tax preparation, compliance documentation, or direct experience in a public accounting setting. Key Responsibilities: + Provide comprehensive administrative support to tax and accounting professionals, including scheduling meetings, managing calendars, and handling correspondence. + Prepare, edit, and format tax documents and client communications. + Maintain confidential client files, tax records, and ensure compliance with firm and regulatory policies. + Assist in onboarding new clients and manage client data entry into practice management systems. + Coordinate deadlines and assist with electronic filing of tax returns and other financial documents. + Track deliverables and proactively communicate status updates to team members and clients. + Support billing operations, time entry, and invoice processing. + Assist with compiling data for tax filings and client projects as requested. + Maintain up-to-date knowledge of basic tax terms, compliance requirements, and industry best practices. Requirements + Minimum 2 years of prior experience in a CPA firm, tax office, or similar accounting environment. + Strong knowledge of tax terminology, general tax documents, and filings. + High proficiency with MS Office (Word, Excel, Outlook); experience with tax and document management software preferred. + Excellent organizational, multitasking, and communication skills. + Discretion with confidential information and strong attention to detail. + Ability to work in a fast-paced, deadline-driven environment. TalentMatchu00ae Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.
Created: 2026-03-02