Entry Level CPA Admin Assistant

Aston Carter • New York, NY • 16h ago

Tax / CPA Administrative Assistant

Location: New York, NY

Employment Type: Full-Time | Entry Level

About the Role

We are seeking a detail-oriented and highly organized Tax/CPA Administrative Assistant to support a busy tax and accounting team. This role is ideal for someone who thrives in a structured environment, enjoys working with financial documents, and is eager to grow within the tax and accounting field. You will play a key part in ensuring smooth operations during tax season and year-round.

Key ResponsibilitiesDocument Management

Organize, scan, and maintain client documents such as W-2s, 1099s, and financial statements.

Manage both physical and electronic filing systems with accuracy and audit readiness in mind.

Ensure all documentation is complete, properly labeled, and stored securely.

Tax Return Processing Support

Assist with assembling, collating, and processing individual, corporate, and partnership tax returns and extensions.

Perform data entry into tax software (e.g., CCH Axcess, Lacerte, ProConnect).

Coordinate electronic filing and track submission statuses.

Client Communication & Service

Serve as a primary point of contact for clients, answering basic questions and managing incoming documents via client portals.

Follow up on missing information and maintain clear, professional communication.

Handle correspondence with tax authorities, including the IRS and state revenue departments.

General Administrative Support

Manage calendars, schedule meetings, and coordinate internal appointments.

Process incoming and outgoing mail, including certified mail and FedEx shipments.

Order office supplies and prepare professional correspondence, forms, and reports.

Workflow & Deadline Coordination

Update and monitor tax project statuses in workflow systems.

Ensure deadlines are met, especially during peak tax seasons.

Support the team in maintaining an efficient and organized work environment.

Skills & QualificationsRequired Skills

Strong administrative and organizational skills

Proficiency in Microsoft Excel and Microsoft Office Suite

Basic understanding of tax compliance processes

Excellent customer service and communication abilities

Comfort working with spreadsheets, portals, and digital filing systems

Job Type & Location

This is a Contract to Hire position based out of New York, NY.

Pay and Benefits

The pay range for this position is $20.00 - $25.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in New York,NY.

Application Deadline

This position is anticipated to close on Jan 16, 2026.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

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