Administrative Specialist

Job Title: Administrative Specialist

Location: Columbus, Ohio

Employment Type: Full-Time

Reports To: Office Manager /Firm Administrator

About Us:

Payne and Company CPA’s is a well-established CPA firm providing comprehensive accounting, tax, and advisory services to a diverse client base. Our team values professionalism, integrity, and exceptional client service. We are seeking a dependable and organized Administrative Specialist to be the first point of contact for clients and to support the day-to-day administrative operations of our firm.

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Job Summary:

The Administrative Specialist plays a key role in ensuring smooth front office operations and supporting the internal team. This position involves greeting clients, managing communications, handling clerical duties, maintaining records, and assisting staff with various administrative tasks in a professional and confidential environment.

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Key Responsibilities:

• Greet clients and visitors professionally and direct them appropriately

• Answer, screen, and route incoming calls and emails

• Schedule and confirm appointments for staff and clients

• Handle incoming and outgoing mail and deliveries

• Organize, scan, and maintain digital and physical client files

• Support CPAs and team members with administrative tasks including document preparation, printing, and data entry

• Monitor office supply levels and re-order as necessary

• Maintain confidentiality and adhere to firm policies regarding sensitive client information

• Assist with assembly and delivery of tax returns and reports, especially during tax season

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Qualifications:

• High school diploma or equivalent required; associate’s degree or administrative certification preferred

• 1–3 years of experience in an administrative, clerical, or office support role (experience in a CPA or financial services firm is a plus)

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel)

• Excellent interpersonal and communication skills

• Strong attention to detail and organizational skills

• Ability to manage multiple tasks and prioritize in a fast-paced environment

• Professional demeanor and a customer-focused attitude

• Ability to maintain confidentiality with sensitive financial and personal information

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Working Conditions:

• Standard office hours, Monday through Friday

• Occasional overtime may be required during peak tax season (January–April)

• Office-based role requiring in-person presence

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Benefits:

• Competitive salary

• Health, dental, and vision insurance

• 401(k) with company match

• Paid time off and holidays

• Opportunities for training and professional development

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Ability to Commute:

• Columbus, OH 43220 (Required)

Work Location: In person

Salary : $45,000 - $55,000