Administrative Assistant

Administrative Assistant

Be part of a firm that values you as an individual, is interested in helping you grow and succeed as a professional, and has an underlying emphasis on teamwork, work/life balance, and exceptional client service. Established and growing CPA firm, specializing in accounting, audit, tax, bookkeeping, payroll and advisory services, has an immediate full-time opportunity available for an Administrative Assistant.

Schedule: 32 hours per week outside of tax season; 45+ hours per week during tax season
Candidates should be comfortable working additional hours during peak periods, including Saturdays when necessary.

About the Position

We are seeking a highly organized, technology-savvy, and service-oriented Administrative Assistant – Processing Specialist to join our team.

This position is an integral part of our administrative and client-service functions. The successful candidate will provide front-desk and administrative support while assisting our professional staff with tax return processing, financial statements, engagement letters, document management, and other client deliverables. This position is an in-office position with some at home work flexibility.

This is an excellent opportunity for someone who enjoys working with people, technology, and a variety of responsibilities in a professional, deadline-driven environment. The ideal candidate is detail-oriented, dependable, comfortable learning new technology, and takes pride in providing a positive client experience.

Because our workload changes significantly throughout the year, flexibility and the ability to prioritize competing deadlines are essential. During tax season, additional hours are required to support client and firm deadlines.

What You'll Do

Administrative Support

• Assist with scanning, organizing, naming, indexing, and electronically filing documents.
• Maintain accurate paper and certain electronic files in accordance with firm procedures.
• Assist with copying, assembling, and binding financial statements and other client deliverables.
• Assist with formatting audits, financial statements, reports, and other documents.
• Prepare engagement letters and other correspondence based on information provided by professional staff.
• Coordinate meals for shareholder lunches, special meetings, working Saturdays, and other firm events.
• Perform a variety of administrative projects and other duties as assigned.

Tax Season Support - During tax season, you will play an important role in helping the firm meet client deadlines by:

• Assisting with paper and electronic extensions.
• Assisting with tax processing.
• Preparing and processing tax organizers.
• Assisting with digital and paper tax return processing, assembly, and delivery.
• Uploading, downloading, organizing, and processing client documents through secure electronic portals.
• Tracking documents and workflow items to help ensure timely completion of client deliverables.
• Providing additional administrative and tax-season support as needed.

Client Service & Reception Backup

• Provide backup support to the front desk receptionist as needed, answering and direct incoming telephone calls and assist with general client inquiries.
• Help create a professional, organized, and positive client experience.

As a backup to reception, you may be responsible to:

• Monitor the firm's general email inbox and appropriately respond to or route emails and electronic communications.
• Assist in processing incoming and outgoing mail, including certified mail, FedEx, USPS, and UPS.
• Prepare, track, log, and distribute client correspondence and packages.

Technology Is an Important Part of This Role

We are a technology-driven professional services firm, and technology proficiency is an important component of this position. The successful candidate should be comfortable using technology every day and have the ability to quickly learn new applications and systems.

Experience with the following is highly valued:

• Microsoft 365, including Outlook, Word, Excel, Teams, OneDrive, and SharePoint.
• Adobe Acrobat and PDF tools for creating, editing, combining, organizing, and electronically transmitting documents.
• Cloud-based document management and file-sharing systems.
• Electronic client portals and secure document exchange platforms.
• Electronic signature applications.
• Digital scanning, OCR, document indexing, and electronic filing.
• Workflow and task-management systems.
• Tax, accounting, or professional-services software.
• AI-assisted productivity tools and emerging technologies.

We value employees who are curious about technology and willing to continuously learn. You don't need to know every system we use on day one, but you should be confident using computers, comfortable troubleshooting routine issues, and enthusiastic about learning new tools.

The successful candidate must also understand the importance of cybersecurity, data privacy, confidentiality, and secure handling of client information, particularly when using email, cloud applications, electronic portals, and AI-enabled tools.

Qualifications

Required Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal and customer-service skills.
• Exceptional attention to detail and accuracy.
• Strong organizational and time-management skills.
• Ability to prioritize multiple tasks and meet deadlines.
• Strong computer and technology skills.
• Professional, dependable, and positive attitude.
• Ability to work effectively both independently and as part of a team.
• Ability to adapt to changing priorities and increased workloads during tax season.
• Commitment to providing an exceptional client experience.

Preferred Qualifications

• Previous administrative, receptionist, accounting, tax, or professional-services experience.
• Experience working in a public accounting or tax environment.
• Experience with Adobe Acrobat or similar PDF/document management software.
• Experience with electronic document management systems and client portals.
• Experience with tax or accounting software.
• Experience with electronic signatures and digital workflow systems.
• Familiarity with AI-assisted productivity tools.
• Experience working in a deadline-driven professional environment.

Why This Role Matters

Our administrative team plays a critical role in delivering an exceptional experience to both our clients and professional staff. From the first phone call or email to the final delivery of a tax return or financial statement, this position helps ensure that our clients receive the professional, timely, and accurate service they expect.

We are looking for someone who takes pride in being organized, responsive, technologically capable, and dependable—and who wants to contribute to a team that embraces both excellent client service and continuous improvement.

As a member of the DunlapSLK team you will receive:

• A flexible working environment
• Reduced summer work hours
• Competitive salary
• Generous paid time off
• Health, dental and vision benefits
• 401(k) match and profit sharing

At DunlapSLK, we place the highest value on relationships. Relationships with our clients, with other professional service providers and with the internal team members who comprise the very heart of our firm. With our staff of more than 60 CPAs, consultants and support professionals, we provide a pleasant and friendly atmosphere that encourages you to utilize your skills and talents to achieve your individual goals and your greatest career potential.

About Our Firm

DunlapSLK has been serving privately-held companies and family-owned businesses throughout the Bucks, Montgomery, and Lehigh Valley communities for 25 years. We are a client-centered accounting firm providing clients with exceptional, timely and proactive service to help them grow and succeed. Our office is located in Chalfont (Bucks County | Suburban Philadelphia), Pennsylvania.