Pease Bell CPAs LLP
Administrative Assistant
Pease Bell CPAs LLP, Cleveland, Ohio, us, 44101
About UsPease Bell CPAs is a rapidly growing mid-sized accounting firm serving a nationwide client base. With multiple offices and a team of over 160 employees, we pride ourselves on delivering exceptional client support that distinguishes us in a competitive CPA marketplace.
Our firm provides expert services across a range of specialties, including Accounting Advisory, Audit & Assurance, Business Consulting, Buy-Side Advisory, Employee Benefit Plans, Estate Planning, Mergers & Acquisitions, and Tax Compliance & Consulting. Our diverse industry expertise spans Construction, Distribution, Healthcare, Manufacturing, Motion Picture, Nonprofit, Real Estate, and Services.
We are seeking a detail-oriented and proactive Administrative Assistant to join our Cleveland office. This is a hybrid role that requires excellent organizational skills and the ability to multitask effectively.
Key Responsibilities
Tax Return Processing
Process and finalize delivery of tax returns electronically, including:
Preparing transmittal letters and instruction sheets.Applying electronic signatures and ensuring all required documentation is complete.Reviewing all materials for accuracy and compliance before returning them to the accounting staff.
Scan and organize client documents per firm protocols, ensuring data integrity and proper filing in digital systems.Manage and update tax workflow software, including logging, tracking, and generating workflow reports.Assist with the preparation and filing of client extensions, ensuring deadlines are met.Draft and format client and government correspondence.Adhere to established turnaround times and processing procedures.General Support
Assist with special projects, including scanning, file organization, and digital archiving.Provide administrative support across departments, including data entry and virtual coordination.Maintain open communication with team members to ensure smooth workflow and task completion.Miscellaneous Duties
Prepare and send electronic packages through digital platforms (e.g., FedEx, courier services).Support office phone operations, including virtual call transfers and client assistance.Troubleshoot and operate office equipment in a virtual or hybrid setting.Assist administrative team members with projects and provide cross-departmental support as needed.Qualifications
Experience: Minimum of 2 years in an administrative or processing role
Technical Skills
Proficiency with Microsoft Office Suite (Word, Excel).Advanced skills in Adobe (PDF editing, electronic signatures, bookmarking).Experience working with document management systems and electronic workflows.Soft Skills
Team-oriented mindset with a proactive, "can-do" attitude.Strong organizational and time-management skills.Excellent communication abilities, both written and verbal.Why Join Us?
Flexible work options.Competitive compensation and benefits.Opportunities for professional development and career growth.Supportive, tech-forward workplace culture.
If you're organized, tech-savvy, and thrive in a dynamic environment, we'd love to hear from you. Apply today to join the Pease Bell CPAs team!
Our firm provides expert services across a range of specialties, including Accounting Advisory, Audit & Assurance, Business Consulting, Buy-Side Advisory, Employee Benefit Plans, Estate Planning, Mergers & Acquisitions, and Tax Compliance & Consulting. Our diverse industry expertise spans Construction, Distribution, Healthcare, Manufacturing, Motion Picture, Nonprofit, Real Estate, and Services.
We are seeking a detail-oriented and proactive Administrative Assistant to join our Cleveland office. This is a hybrid role that requires excellent organizational skills and the ability to multitask effectively.
Key Responsibilities
Tax Return Processing
Process and finalize delivery of tax returns electronically, including:
Preparing transmittal letters and instruction sheets.Applying electronic signatures and ensuring all required documentation is complete.Reviewing all materials for accuracy and compliance before returning them to the accounting staff.
Scan and organize client documents per firm protocols, ensuring data integrity and proper filing in digital systems.Manage and update tax workflow software, including logging, tracking, and generating workflow reports.Assist with the preparation and filing of client extensions, ensuring deadlines are met.Draft and format client and government correspondence.Adhere to established turnaround times and processing procedures.General Support
Assist with special projects, including scanning, file organization, and digital archiving.Provide administrative support across departments, including data entry and virtual coordination.Maintain open communication with team members to ensure smooth workflow and task completion.Miscellaneous Duties
Prepare and send electronic packages through digital platforms (e.g., FedEx, courier services).Support office phone operations, including virtual call transfers and client assistance.Troubleshoot and operate office equipment in a virtual or hybrid setting.Assist administrative team members with projects and provide cross-departmental support as needed.Qualifications
Experience: Minimum of 2 years in an administrative or processing role
Technical Skills
Proficiency with Microsoft Office Suite (Word, Excel).Advanced skills in Adobe (PDF editing, electronic signatures, bookmarking).Experience working with document management systems and electronic workflows.Soft Skills
Team-oriented mindset with a proactive, "can-do" attitude.Strong organizational and time-management skills.Excellent communication abilities, both written and verbal.Why Join Us?
Flexible work options.Competitive compensation and benefits.Opportunities for professional development and career growth.Supportive, tech-forward workplace culture.
If you're organized, tech-savvy, and thrive in a dynamic environment, we'd love to hear from you. Apply today to join the Pease Bell CPAs team!