Job Description

Job Description

Job Description

We’re looking for a highly organized Administrative Coordinator to support two partners at a busy professional services firm. This role blends executive support, light project coordination, and client-facing responsibilities.

What You’ll Do:

• Track budgets and prepare monthly budget-vs-actual reports using Excel.
• Monitor incoming mail, route items to the right contacts, and help manage client tax notices.
• Draft simple notice responses, obtain signatures, and occasionally coordinate with state agencies.
• Manage partner calendars, schedule recurring and last-minute meetings, and prep materials for client calls.
• Send proactive reminders on deadlines, filings, and ongoing projects.
• Assist with special tasks such as reviewing statements, preparing onboarding materials, drafting basic agreements, researching tax items, and securing EINs/Tax IDs.
• Serve as a key point of contact for the partners—handling inquiries, correspondence, and helping resolve issues before they escalate.

What You Bring:

• 3–4 years of administrative experience (tax/accounting firm experience a plus).
• Strong Excel and Microsoft Office skills.
• Comfort working in a fast-paced, detail-driven environment with shifting priorities.
• Bonus: familiarity with basic accounting or tax principles.

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