Administrative Assistant

About Us:
Incorvaia & Associates CPA's P.C. is a trusted and dynamic tax and accounting firm committed to delivering exceptional financial services for our clients. Our team thrives on collaboration, innovation, and a shared dedication to excellence. We are excited to offer a fantastic opportunity for a highly skilled and motivated Administrative Assistant to join our growing team.

Key Responsibilities:

• Document Management:
  • Prepare, request and organize essential client documents, including:
    • From 2848 (Power of Attorney) via DocuSign.
    • Client transcripts and tax returns.
    • Billing invoices and client financial records.
  • Maintain accurate records in the firm’s database.
• Portal Management:
  • Send and manage client invitations as related to the firm’s portal.
  • Assist clients with accessing and navigating the portal.
• Administrative Support:
  • Manage schedules, appointments, and team meetings.
  • Handle correspondence, including emails and phone calls.
• Team Collaboration:
  • Assist team members with various administrative tasks as needed.
  • Ensure smooth and professional communication and workflow within the firm and with our clients.

Qualifications:

• Previous experience as an administrative assistant or in a similar role.
• Strong organizational skills with exceptional attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity with DocuSign and client portals is a plus.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and prioritize effectively in a fast paced environment.
• Familiarity with the accounting or financial services industries.

What We Offer:

• Competitive salary and benefits package.
• Opportunities for immense professional development and growth.
• A collaborative and supportive work environment.

How to Apply:
If you’re ready to bring your skills and enthusiasm to our team, we’d love to hear from you! Please submit your resume and a brief cover letter detailing your experience and interest in the role of bwarraich@incorvaiallp.com.

Join us and be part of a firm that values organization, teamwork, and excellence!