Admin and Project Coordinator - (ZR_24314_JOB)

This is a remote position.

• Full-time - Monday to Friday, Flexible start time 7am-9:30am EST. 8 Hours per day.

Client Overview

Join 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 Description

This 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.

Responsibilities

• Expertly manage document intake and organization within TaxDome CRM/project management system
  
• Proactively monitor and update job pipelines to ensure seamless workflow distribution to team members
  
• Strategically schedule tasks and maintain project completion timelines for optimal efficiency
  
• Provide professional client communication through portal messaging and proactive status updates
  
• Deliver comprehensive calendar management support for firm leadership
  
• Coordinate and optimize workflow processes to maximize team productivity
  
• Serve as liaison between tax team and clients, ensuring clear communication and timely responses
  
• Maintain organized systems that support the firm’s high standards of client service
  

Requirements

• Tax and accounting industry experience strongly preferred
  
• MUST HAVE A WINDOWS OS COMPUTER
• Demonstrated project management and organizational excellence
  
• Experience with CRM/project management software (TaxDome experience highly valued)
  
• Outstanding written communication skills with professional client interaction abilities
  
• Proven ability to work independently and efficiently in a remote environment
  
• Strong understanding of tax forms and accounting terminology
  
• Administrative support experience with attention to detail
  
• Ability to handle sensitive financial documents with discretion and security awareness
  
• Adaptability to seasonal workload variations and shifting priorities
  
• Self-motivated with excellent time management skills
  

• HMO Coverage for eligible locations
  
• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job