CFO Solutions

As our Administrative Assistant, you'll be the engine behind our operations—ensuring that communication flows, deadlines are met, and clients receive seamless service. Your responsibilities will include:

• The position will require 2-3 days in the office weekly for up to 6 monthly before going fully remote.
• Providing administrative support to partners and staff.
• Professionally answering and routing incoming phone calls.
• E-filing tax returns and managing follow-up tasks, such as:
• Invoicing clients via QuickBooks Online (QBO)
• Confirming e-file status
• Sending client communications (e.g., acceptance letters)
• Posting client payments and deposits into QBO completely and accurately on a daily basis.
• Scheduling and coordinating meetings and client follow-ups for team members in a timely manner.
• Monitoring task progress and workflow across the tax and accounting teams to ensure on-time completion.
• Tracking document uploads to the firm’s document management system and updating internal systems accordingly.
• Supporting the onboarding of new clients and setting up administrative processes.
• Performing other duties and special projects as assigned.

We’re looking for a professional, proactive, trustworthy and reliable team member who thrives in a dynamic, fast-paced environment. To succeed in this role, you’ll need:

Must Have

• 2+ years of administrative experience, preferably in a tax, CPA, or financial services firm.
• Proficiency with QuickBooks Online, Microsoft Office, and digital document systems (e.g., SmartVault).
• Basic knowledge of Microsoft Excel
• Excellent attention to detail, time management, and organizational skills.
• Strong written and verbal communication skills, including the ability to speak up, offer ideas and share roadblocks.
• Experience using client relationship management (CRM) tools.
• Ability to manage multiple priorities and meet deadlines with minimal supervision.
• Ability to prioritize tasks and projects from multiple requestors
• A collaborative and positive mindset with strong problem-solving abilities.

Nice to Have

• 5+ years of administrative experience in a tax, CPA or financial services firm
• Certified Administrative Professional certification
• Certification in project management
• Certification in Microsoft Office

At CFO2U, we go beyond numbers. We are trusted partners for small business owners and entrepreneurs, transforming financial complexity into clarity. While we handle bookkeeping, accounting, taxes, and all things financial, our real passion lies in listening to our clients, understanding their goals, and designing financial solutions that drive their success. Join us to make a real difference in the lives of small business owners.