About Abreu CPA
Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality services with a personal touch. We specialize in tax preparation, accounting, and financial consulting for individuals and businesses. Our team is passionate about helping clients achieve financial clarity and success.
Position Summary
We are seeking a proactive and organized Office Administrator to support our team and ensure smooth day-to-day operations. This role involves client interaction, administrative support, document management, and assistance with marketing and sales initiatives.
Key Responsibilities
Receive and respond to client inquiries via phone, email, and walk-ins.
Assign clients to appropriate Account Executives.
Track and document client communications in SharePoint.
Create and manage client folders in SharePoint for document uploads.
Verify client document checklists and ensure completeness.
Assist with document collection and preparation for tax services.
Create and maintain client profiles in tax preparation and accounting systems.
Input client data and consultation notes into databases.
Maintain records of tax returns and other client documentation.
Perform general office duties including filing, copying, and scanning.
Follow up with prospective clients who express interest in services.
Assist with social media posts, promotional emails, and newsletters.
Help organize webinars, seminars, and marketing events.
Qualifications
Required
High school diploma or equivalent.
Bilingual in English/Spanish (oral and written).
1+ year of experience in office administration or customer service.
Strong Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Preferred
Associate’s or Bachelor’s degree in business or related field.
Experience with customer relationship management systems or scheduling tools.
Basic bookkeeping or data entry skills.
Attributes
Friendly and professional demeanor with strong client-facing skills.
Highly organized and detail oriented.
Strong multitasking and time management abilities.
Dependable, punctual, and proactive.
Excellent verbal and written communication skills in both English and Spanish.
Calm under pressure and able to follow procedures accurately.
Operates with a strong sense of urgency and efficiency.
Who Would Not Qualify
While we welcome applicants from diverse backgrounds, this position may not be suitable for candidates who:
Struggle with attention to detail or have difficulty managing time effectively in a structured environment.
Feel uncomfortable in a fast-paced, client-facing setting where multitasking and responsiveness are essential.
Demonstrate limited initiative or show resistance to learning new systems, tools, and processes that support continuous improvement.
How to Apply
Please submit your resume and a brief cover letter to info@abreucpa.com. We look forward to learning more about you!
