Aston Carter · 23 hours ago
Entry Level CPA Admin Assistant
Aston Carter provides world-class corporate talent solutions and is seeking a detail-oriented and highly organized Tax/CPA Administrative Assistant to support a busy tax and accounting team. This role involves managing client documents, assisting with tax return processing, and providing general administrative support to ensure smooth operations during tax season and year-round.
ConsultingHuman ResourcesInformation Technology
Responsibilities
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
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
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
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
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
Qualification
Required
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
Benefits
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)
Company
Aston Carter
Aston Carter is a staffing and recruiting company providing risk and compliance services.
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-31Acquired
Leadership Team
Recent News
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