Office Assistant

About the role

We are looking for a proactive Office Assistant to support our accounting team in delivering high‑quality client service. You will manage email communications, prepare proposals, and help route client requests efficiently.

Key responsibilities

• Write technical estimates and proposals for client projects.
• Evaluate and scope client work to determine appropriate service levels.
• Monitor company email threads, answer client queries, and prioritize urgent messages.
• Quote clients by asking detailed scoping questions.
• Route client requests to the correct department or team member.
• Troubleshoot client issues and resolve customer‑service problems promptly.

Required profile

• Excellent written and verbal communication skills.
• Ability to handle multiple inboxes and prioritize urgent emails.
• Strong organizational skills and capacity to manage several client threads simultaneously.
• Comfortable working under time pressure and delivering quick response times.
• Basic understanding of quoting/pricing processes or willingness to learn.
• Detail‑oriented with strong follow‑up discipline.
• Experience in a tax or accounting environment is a plus.

Required skills

• Proficiency with email platforms such as Outlook and Gmail.
• Experience using CRM tools for client management.

What we offer

• Opportunity to work in a reputable CPA firm with a strong client focus.
• Professional development in tax and accounting services.