Job Description
Job Description
Administrative/Secretary (Hourly, Part-Time to Full-Time)
Mac Tax CPA • Commack, Long Island, NY
About Mac Tax CPA
Mac Tax CPA is a fast-growing tax and accounting firm specializing in cryptocurrency and traditional tax services. We pride ourselves on precision, exceptional client service, and a collaborative culture that values professional development.
Position Overview
We’re seeking an organized, proactive Administrative/Secretary to support daily operations. This hourly role flexes between part-time and full-time depending on peak tax season demands. You’ll ensure smooth client communication, accurate invoicing, and up-to-date documentation across our systems.
Key Responsibilities
- Send invoices and record them in our internal document storage and billing systems
- Mark invoices as paid in QuickBooks once received
- Follow up on outstanding invoices to maintain healthy cash flow
- Create and send engagement letters for new clients; track signatures and ensure engagement letter is properly completed/saved in document storage software
- Add new clients to our tracker per signed engagement letters
- Respond to basic client emails (e.g., “Where’s my refund?” requests)
- Answer office phone calls, take messages for managers, or route sales inquiries to internal sales person.
- Perform annual rollover of internal spreadsheets and engagement letters
- Follow up with clients for tax documents to prepare returns
- Scan and organize client documents in our internal storage software
- Social media editing and posting company videos (not required but if applicable can increase career growth at the company)
Qualifications
- High school diploma or equivalent; Associate’s degree preferred
- 1-2 years of administrative or secretary experience, ideally in accounting or finance
- Proficiency with Microsoft Office and QuickBooks
- Strong written and verbal communication skills
- Exceptional attention to detail and ability to multitask
- Ability to work independently and as part of a small, dynamic team
- Ability to accept feedback to improve job role/performance
Compensation & Benefits
- Competitive hourly pay range: $20.00–$25.00 per hour (commensurate with experience)
- Dental and vision insurance
- Company-paid cell phone plan
- 401(k) with employer match
- Health insurance available as a pre-tax payroll deduction
- Opportunities for career growth in a high-trajectory firm
Company Descriptionhttps://mactaxcpa.com/home