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HoganTaylor · 17 hours ago

CAAS Administrative Assistant

Little Rock, Little Rock, AR, US

Full-time

Onsite

Mid Level

3+ years exp

HoganTaylor is a firm focused on unity, service, and dynamic principles, seeking an Administrative Assistant for their Client Accounting & Advisory Services (CAAS) team. The role involves providing administrative support, processing client deliverables, and ensuring quality and accuracy in client communications and data management.

Accounting

Growth Opportunities

Responsibilities

Support CAAS Operations. Provide day-to-day administrative support to the CAAS team, working closely with Partners, Managers, and engagement teams to keep workflows moving smoothly

Process Client Deliverables. Assist with compilations, financial statements, payroll tax reports, Forms 1099, and client payables while ensuring accuracy and timeliness

Prepare Client Materials. Help assemble and distribute engagement letters, proposals, presentations, reports, and other client-facing documents

Ensure Quality & Accuracy. Perform quality assurance reviews, including proofreading for grammar and formatting and completing basic math checks

Manage Client & Engagement Data. Set up new clients and jobs in the Firm Practice Management System (FPMS), maintain engagement records, and perform accurate data entry across firm systems

Coordinate Workflow. Support engagement teams within CAAS software platforms, assist with assignment updates, and help manage workflow coordination

Handle Administrative Details. Prepare client conflict checks, reconcile third-party software disbursements, process expense reports and P-card statements, and assist with travel and training logistics

Organize & Protect Information. Scan, organize, maintain, and retrieve client documents while ensuring confidentiality and data security

Communicate & Coordinate. Assist with scheduling meetings, maintaining calendars, preparing draft agendas, and coordinating with clients as directed by engagement managers

Pitch In Where Needed. Support special projects, provide general firm administrative assistance, and serve as front desk backup or travel to other offices or client locations when needed

Be a Team Player. Contribute to a positive, professional, and collaborative team environment

Qualification

Microsoft OfficeAdobe PDFQuickBooks OnlineDocument management systemsAnalytical skillsOrganizational skillsTime-management skillsVerbal communicationWritten communication