Accounting Clerk/Admin - CPA Firm

We are looking for an Accounting Clerk/Admin to support daily administrative and accounting operations for a CPA firm in the Newtown, Pennsylvania area. This position blends office coordination with financial support tasks, making it ideal for someone who is comfortable handling client communication, documentation, and transactional processes in a client-focused services setting. The right candidate will bring strong organizational skills, sound judgment with confidential information, and the ability to keep work moving efficiently in a deadline-driven environment.

Responsibilities:

• Oversee day-to-day administrative activities, including calendar coordination, document organization, filing, and general office support for the firm.

• Process invoices, maintain accurate records for accounts payable and accounts receivable, and enter financial data with a high level of accuracy.

• Assist with QuickBooks and QuickBooks Online tasks to support bookkeeping, account maintenance, and routine financial tracking.

• Prepare, organize, and distribute client correspondence and internal documentation while maintaining orderly records and consistent follow-up.

• Coordinate workflow across accounting and tax-related assignments to help ensure deadlines are tracked and work is completed on schedule.

• Support annual tax season activities by organizing files, assisting with required documentation, and helping maintain efficient administrative processes.

• Use Microsoft Office applications to create reports, manage spreadsheets, draft communications, and support daily office operations.

• Handle sensitive financial and client information with discretion and in accordance with confidentiality and data privacy expectations.

• At least 2 years of experience in an accounting clerk, administrative support, office coordination, or similar position.
• Previous experience in a CPA firm, accounting practice, tax environment, legal office, or other detail-focused services setting is strongly preferred.
• Demonstrated ability to manage document control, scheduling, correspondence, and competing priorities in a fast-paced office.
• Working knowledge of accounts payable, accounts receivable, invoice processing, and accurate data entry procedures.
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and related business tools.
• Experience using QuickBooks or QuickBooks Online is strongly preferred.
• Familiarity with tax preparation or document workflow platforms such as UltraTax, Onvio, or SafeSend is a plus.
• Strong attention to detail, dependable organizational skills, and an understanding of handling confidential financial information appropriately.