Administrative Assistant


We are seeking a highly motivated Administrative Assistant to join our experienced Administrative Team who provides a high degree of attention to detail.  This is a unique career opportunity to help our departments provide exceptional customer experiences to our clients and staff.

In addition to possessing a strong technical expertise, BB values a core set of values which all employees must demonstrate:

Trust – Collaboration – Determination – Insight – Curiosity

BB also values a core set of principles which all employees must demonstrate. The following are the professional requirements necessary in order to be effective and prosper in your role at BB:

Business Acumen · Flexibility/Adapting to Change · Living our Values · Critical Thinking & Judgment · Results Orientation · Interpersonal Effectiveness · Continuous Learning


The Business Advisory Services (BAS) administrative assistant is a staff member who provides administrative support services to the Firm in the areas of BAS, as well as other duties as assigned.  The position requires continual attention to detail, establishing priorities, meeting deadlines, and the ability to juggle multiple competing tasks and demands.  Work also requires flexibility and coordination with other team members to accomplish overall team goals.


Considering the above general accountabilities in greater detail, below is a list of specific tasks that fall within the responsibility of this position:

  • Assist with due dates for all client tax returns, informing staff members of tax return due dates
  • Support in preparation and process with tax return extensions for clients as required
  • Provide assistance with assigning small business tax returns
  • Type memos and other miscellaneous correspondence
  • Confirm and coordinate meetings – attend and take minutes at all BAS department meetings
  • Run reports and update tracking action for BAS
  • Schedule all levels of BAS outsource, and coordinate staff assignments as directed
  • Order payroll forms needed
  • Assist with Engagement Letter planning and assembly
  • Provide receptionist relief and administrative support as needed to Tax and BAS Departments
  • Communicate directly with firm clients regarding specific requests or questions
  • Assist with email management
  • Assist with payroll tax returns, tax returns and financial statement processing
  • Assist with converting QuickBooks backup and accountants’ copies
  • Assist with preparation and mailing of tax organizers
  • Assist with 1099 and W-2 process
  • Help maintain a clean and working database
  • Assist with new client set-up, portal set-up and client billing as needed

Qualifications & Education

  • Associate’s degree (A.A.) or equivalent from a two year college or technical school and a minimum of four years of related experience or an equivalent combination of education and experience
  • Ability to maintain total confidentiality concerning Firm and client matters
  • Proficiency with Microsoft Office programs, especially Word and Outlook.  A comfortable, working knowledge of accounting software programs such as QuickBooks, Sure Prep, Ultra Tax, Practice CS, Go File Room, Advance Flow
  • Solid understanding of tax accounting and general accounting work
  • Organizational skills with the ability to prioritize work assignments
  • Excellent customer service mindset
  • Excellent written, proofreading, problem solving, and oral communication skills
  • Applicants must be currently authorized to work in the United States on a full-time basis.

Physical Demands

  • Required to sit and stand for long periods of time
  • Ability to bend at the waist, kneel, stoop
  • Ability to lift and carry up to 15-20 pounds
  • Ability to reach above shoulders

This description covers the primary purpose and principle duties of the job.  It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

Send cover letter and resume to: