About Us
Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.
Position Overview
We are seeking a proactive, organized, and client-focused Office Administrator to keep our day-to-day operations running smoothly. In this key role, you will be the face and voice of our firm—managing client interactions, streamlining document workflows, supporting tax preparation operations, and assisting with exciting marketing initiatives.
If you thrive in a collaborative environment, enjoy solving problems, and take pride in delivering exceptional service, we would love to connect with you.
Key Responsibilities
Client Operations & Administrative Support
- First Impression: Serve as the primary point of contact for client inquiries via phone, email, and in-person visits, ensuring a warm and professional experience.
- Account Coordination: Route client inquiries and assign accounts to appropriate Account Executives.
- General Office Operations: Oversee core administrative functions, including filing, document scanning, digital organization, and mail handling.
Tax Preparation & Document Management
- External Folder Setup: Create secure external client folders in SharePoint for clients to directly upload tax and accounting documents.
- Process & Checklist Verification: Monitor client SharePoint folders and verify customer document checklists to ensure all files are complete prior to tax preparation and accounting services.
- Client Record Keeping: Document client communications directly in SharePoint client files and maintain ongoing archives of completed tax returns.
- Database & Profile Setup: Create and update client profiles in the tax software and primary accounting systems.
- Data Entry: Input comprehensive client information and initial consultation notes into firm databases
Sales & Marketing Support
- Client Engagement: Initiate contact and conduct timely follow-ups with prospective clients who have expressed interest in firm services.
- Marketing Initiatives: Assist inside and outside sales/marketing teams by drafting and sending promotional emails, producing social media posts, and contributing to monthly newsletters.
- Event Coordination: Help organize firm events, client webinars, and educational seminars to attract new clients.
Qualifications & Skills
Required
- High school diploma or equivalent.
- 2-3 years of experience in office administration, customer service, or a related administrative role.
- Bilingual fluency in English and Spanish (written and verbal) to support our diverse client base.
- Strong proficiency with Microsoft Office Suite (Word, Excel, Outlook, and Teams/SharePoint).
- Strong problem-solving abilities, outstanding organizational skills, and a demonstrated ability to manage multiple priorities in a timely, collaborative fashion.
- High level of attention to detail and ability to handle confidential information responsibly.
Preferred
- Experience using Microsoft SharePoint (external file sharing).
- Familiarity with tax and accounting applications (e.g., Drake Software, QuickBooks) or basic accounting systems.
- Associate’s or Bachelor’s degree in Business Administration, Communications, or a related field.
What We Offer
- Competitive compensation commensurate with experience.
- Opportunities for professional growth and skill development.
- A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.
How to Apply
If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.
Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.
