Admin and Project Coordinator - (ZR_24314_JOB)

This is a remote position.Role Name:Administrative Assistant with Project Management FocusSchedule:Full-time - Monday to Friday, Flexible start time 7am-9:30am EST. 8 Hours per day.Client Time zone: EST.Client OverviewJoin a dynamic and growing CPA firm that’s at the forefront of modern tax and accounting services. This established practice combines traditional expertise with cutting-edge technology to deliver exceptional client experiences. The firm operates with a collaborative team structure where every member plays a vital role in client success. They utilize advanced practice management systems and maintain the highest standards of professionalism while fostering a supportive work environment that values efficiency, accuracy, and client satisfaction.Job DescriptionThis is an exciting opportunity to join a progressive CPA firm where you’ll serve as the operational backbone, seamlessly blending administrative excellence with strategic project management. You’ll work directly with industry-leading technology platforms to ensure smooth workflow operations while supporting a dedicated team of tax professionals. This role is perfect for someone with accounting industry knowledge who wants to leverage their expertise in a dynamic support capacity that directly impacts client satisfaction and team productivity. You’ll be instrumental in maintaining the firm’s reputation for efficiency and reliability while working with cutting-edge practice management tools.ResponsibilitiesExpertly manage document intake and organization within TaxDome CRM/project management systemProactively monitor and update job pipelines to ensure seamless workflow distribution to team membersStrategically schedule tasks and maintain project completion timelines for optimal efficiencyProvide professional client communication through portal messaging and proactive status updatesDeliver comprehensive calendar management support for firm leadershipCoordinate and optimize workflow processes to maximize team productivityServe as liaison between tax team and clients, ensuring clear communication and timely responsesMaintain organized systems that support the firm’s high standards of client serviceRequirementsTax and accounting industry experience strongly preferredMUST HAVE A WINDOWS OS COMPUTERDemonstrated project management and organizational excellenceExperience with CRM/project management software (TaxDome experience highly valued)Outstanding written communication skills with professional client interaction abilitiesProven ability to work independently and efficiently in a remote environmentStrong understanding of tax forms and accounting terminologyAdministrative support experience with attention to detailAbility to handle sensitive financial documents with discretion and security awarenessAdaptability to seasonal workload variations and shifting prioritiesSelf-motivated with excellent time management skills​Independent Contractor PerksHMO Coverage for eligible locationsPermanent work from homeImmediate hiringSteady freelance jobZR_24314_JOBOriginally posted on Himalayas

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