Administrative Assistant

Administrative Assistant

Juan J. Vélez, CPA LLC – Bayamón, Puerto Rico

Join Our Growing CPA Firm!

Juan J. Vélez, CPA LLC is a growing public accounting firm dedicated to providing high-quality accounting, tax, payroll, consulting, and advisory services to individuals and small/medium businesses throughout Puerto Rico and the United States.

We are seeking a highly organized, detail-oriented, and proactive Administrative Assistant to become an integral member of our team. This position is ideal for a professional who enjoys working in a fast-paced CPA environment, delivering exceptional client service, coordinating office operations, and supporting accounting and tax engagements.

The successful candidate will possess excellent communication skills, strong organizational abilities, a high level of professionalism, and the ability to effectively leverage technology including Artificial Intelligence (AI) to improve productivity and client service.

Responsibilities

• Manage the day-to-day administrative operations of the CPA firm.
• Serve as the primary point of contact for clients by telephone, email, and in person.
• Coordinate appointments, meetings, calendars, and client communications.
• Assist with new client onboarding, engagement letters, and client setup.
• Organize, maintain, and safeguard electronic and physical client files.
• Monitor workflow and ensure internal deadlines are met.
• Coordinate tax return workflow during tax season.
• Assist with bookkeeping and accounting projects.
• Process accounts receivable, accounts payable, invoicing, and collections.
• Coordinate requests for tax documents, financial statements, payroll information, and consulting engagements.
• Maintain office procedures, administrative systems, and operational efficiency.
• Communicate with government agencies, financial institutions, and clients as necessary.
• Assist CPA with administrative and special projects.
• Support firm initiatives to improve...