Administrative Associate

CJBS is seeking an organized and detail-oriented Administrative Assistant to provide direct support to several partners. This role is critical to our tax, accounting, and advisory operations. The successful candidate will be responsible for managing partner client lists, overseeing electronic filing of tax returns, coordinating schedules, and supporting various client service and firm workflow activities.

Key Responsibilities

• Partner & Client Support
  • Maintain and update confidential client lists for assigned partners.
  • Track client deliverables, deadlines, and status updates.
  • Serve as primary administrative point of contact for assigned partners and their clients.
• Document and Tax Return Management
  • Coordinate electronic filing of tax returns using firm software and IRS/state e-file systems.
  • Collect, organize, and securely store client documents electronically.
  • Prepare engagement letters and transmittal documents for client signature.
• Workflow Coordination
  • Manage partner calendars, schedule meetings, and coordinate client appointments.
  • Monitor workflow systems to ensure timely completion of tasks and projects.
  • Assist with the preparation and assembly of financial and tax documents for clients.
• Administrative Support
  • Draft and proofread correspondence, reports, and other client-facing materials.
  • Assist with billing, time entry, and tracking partner-specific administrative tasks.
  • Support implementation of new firm processes or software, as needed.

Qualifications

• Education:
  • High School diploma or equivalent required;
• Skills:
  • Superior organizational and multitasking skills.
  • Strong attention to detail and commitment to accuracy.
  • Excellent written and verbal communication.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Comfortable working in a fully digital environment; able to quickly learn and navigate multiple software platforms and online systems.
  • Demonstrated ability to handle confidential information with discretion.

Benefits

• Competitive salary
• Health, dental, and vision insurance
• Paid time off and holidays
• Supportive team environment

Email resume to Johanna Rooney – .