Administrative Specialist- Rochester,NY

The role

You will provide administrative support to firm leadership, professional staff, and clients. This role involves managing office operations, billing, and document management for a public accounting firm.

What you will do

• Provide administrative support to firm leadership and professional staff
• Format financial statements and supporting documentation
• Responsible for monthly billing of clients
• Process tax returns and assist with related administrative workflows
• Manage requests through the firm's administrative ticketing system
• Assist with document management, organization, and internal communications
• Support special projects and cross-functional initiatives
• Maintain confidentiality and accuracy when handling client and financial information
• Welcome clients, answer incoming calls, and assist with client inquiries
• Coordinate and distribute client documents and correspondence

Required qualifications

• Two or more years of administrative experience in a professional office environment
• Strong organizational skills with exceptional attention to detail
• Excellent verbal and written communication skills
• Ability to prioritize multiple responsibilities and meet deadlines
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint
• Strong customer service mindset and professional demeanor
• Ability to work independently while contributing to a collaborative team environment

Nice to have

• Associate degree preferred or equivalent of professional work experience

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. Bowers Accountants & Advisors is a member of the AICPA’s G400, encompassing the Top 200 Firms nationally.