Administrative Assistant

Job Description

Administrative Assistant | Platform Accounting Group

The Tone:
This is a full-time, entry-level role at Platform Accounting Group, where Administrative Assistants are a crucial part of the front office team. Platform Accounting Group is a rapidly expanding professional services firm with over 40 team members and 50+ offices across 15 states, providing comprehensive tax, accounting, assurance, IT consulting, and soon wealth management services. This position plays a vital role in ensuring smooth operations and providing essential support to both clients and the accounting staff, with additional demands during peak periods like tax season. Your strong organizational skills and proactive attitude will directly contribute to the firm’s efficiency and the high quality of its client service.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person
• Pay: $22–$31 hourly
• Team: Front office team supporting accounting staff
• Mission: Ensuring smooth front office operations and providing essential administrative support to accounting staff throughout the year.
• Tech Stack: CCH, E-file Cabinet, Karbon, Microsoft Office Suite

What You’ll Actually Do
• Client Relations: Greet clients warmly, manage incoming calls, and actively maintain a professional and welcoming front office environment for all visitors and team members.
• Tax Document Processing: Precisely assemble and electronically file a variety of tax returns, including individual, partnership, corporation, and fiduciary types, ensuring accuracy and timely submission.
• Financial Administration: Manage critical client payment processes, accurately update client accounts, and meticulously finalize monthly billing procedures for various bill managers.
• Office Management & Logistics: Efficiently order and maintain office supplies, coordinate necessary building maintenance, and organize catering for business meetings and internal events as required.
• Digital Client Onboarding: Systematically onboard new clients using firm-specific software such as CCH, E-file Cabinet, and Karbon, ensuring all documentation is correctly scanned, filed, and compiled.

The Must-Haves
• Background: This entry-level position requires a can-do attitude and strong organizational skills to efficiently support a busy professional services firm, specifically its accounting staff, throughout the year with extra bandwidth during tax season.
• Experience: Candidates must possess at least one year of professional office experience, demonstrating the ability to perform clerical and administrative services effectively within a team environment.
• Skills: Excellent organizational skills, a strong ability to establish priorities and manage time efficiently, and keen attention to detail are crucial. Candidates must also demonstrate strong written, verbal, and listening communication skills, a flexible and positive attitude, and proficiency in Microsoft Office Suite.
• Bonus: Prior knowledge or familiarity with Karbon and CCH software is considered a significant advantage.