This is a remote position. Role Name: Administrative Assistant with Project Management Focus Schedule: Full-time - Monday to Friday, Flexible start time 7am-9:30am EST. 8 Hours per day. Client Time zone: EST. 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 Independent Contractor Perks HMO Coverage for eligible locations Permanent work from home Immediate hiring Steady freelance job ZR_24314_JOB Originally posted on Himalayas