[Hiring] Administrative Assistant @SRJ Professional Corporation

Role Description

The Part-Time Administrative Assistant plays a vital role in keeping our cloud-based practice running smoothly. Acting as a primary point of contact for clients and internal teams, this role manages client onboarding workflows, document coordination, scheduling, and day-to-day administrative operations in a fast-paced, deadline-driven accounting environment.

Key Responsibilities

• Client Onboarding & CRM Management: Set up new client profiles in our cloud practice management system, issue engagement letters, and coordinate initial document collection.
• Client Communications: Respond promptly and professionally to client inquiries via phone and email, routing technical tax or accounting questions to the appropriate team members.
• Document & File Administration: Organize digital client records, track missing tax and financial documents, and assemble final electronic client packages (tax returns, financial statements) for e-signature.
• Scheduling & Calendar Coordination: Manage partner and manager calendars, schedule client consultations, and coordinate internal team meetings.
• Billing & Administrative Support: Assist with routine invoicing follow-ups, data entry, and general operational tasks to support the accounting and assurance teams during peak periods.

Qualifications

• Minimum 1–2 years of administrative or office support experience, preferably within a public accounting firm, legal office, or professional services environment.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook) and comfort working within cloud-based portals, CRM platforms, and e-signature tools (e.g., DocuSign, Adobe Sign).
• Clear, warm, and professional written and verbal communication skills in English.
• High attention to detail with the ability to manage competing priorities and meet strict tax and filing deadlines.
• Proven ability to work independently and stay proactive in a remote, paperless setting.

Benefits

• Flexible Schedule: Part-time hours tailored to support a healthy work-life balance.
• Remote-First Culture: Work from anywhere with a supportive, collaborative, and modern team.
• Inclusive Environment: SRJ Chartered Professional Accountants is an equal opportunity employer committed to fostering an accessible and inclusive workplace.