About Us
Pease Bell CPAs is a rapidly growing mid-sized accounting firm serving a nationwide client base. With multiple offices and a team of over 160 employees, we pride ourselves on delivering exceptional client support that distinguishes us in a competitive CPA marketplace.

Our firm provides expert services across a range of specialties, including Accounting Advisory, Audit & Assurance, Business Consulting, Buy-Side Advisory, Employee Benefit Plans, Estate Planning, Mergers & Acquisitions, and Tax Compliance & Consulting. Our diverse industry expertise spans Construction, Distribution, Healthcare, Manufacturing, Motion Picture, Nonprofit, Real Estate, and Services.

We are seeking a detail-oriented and proactive Administrative Assistant to join our Cleveland office. This is a hybrid role that requires excellent organizational skills and the ability to multitask effectively.

Key Responsibilities

Tax Return Processing

• Process and finalize delivery of tax returns electronically, including:
  • Preparing transmittal letters and instruction sheets.
  • Applying electronic signatures and ensuring all required documentation is complete.
  • Reviewing all materials for accuracy and compliance before returning them to the accounting staff.
• Scan and organize client documents per firm protocols, ensuring data integrity and proper filing in digital systems.
• Manage and update tax workflow software, including logging, tracking, and generating workflow reports.
• Assist with the preparation and filing of client extensions, ensuring deadlines are met.
• Draft and format client and government correspondence.
• Adhere to established turnaround times and processing procedures.

General Support

• Assist with special projects, including scanning, file organization, and digital archiving.
• Provide administrative support across departments, including data entry and virtual coordination.
• Maintain open communication with team members to ensure smooth workflow and task completion.

Miscellaneous Duties

• Prepare and send electronic packages through digital platforms (e.g., FedEx, courier services).
• Support office phone operations, including virtual call transfers and client assistance.
• Troubleshoot and operate office equipment in a virtual or hybrid setting.
• Assist administrative team members with projects and provide cross-departmental support as needed.

Qualifications

Experience: Minimum of 2 years in an administrative or processing role

Technical Skills

• Proficiency with Microsoft Office Suite (Word, Excel).
• Advanced skills in Adobe (PDF editing, electronic signatures, bookmarking).
• Experience working with document management systems and electronic workflows.

Soft Skills

• Team-oriented mindset with a proactive, “can-do” attitude.
• Strong organizational and time-management skills.
• Excellent communication abilities, both written and verbal.

Why Join Us?

• Flexible work options.
• Competitive compensation and benefits.
• Opportunities for professional development and career growth.
• Supportive, tech-forward workplace culture.

If you're organized, tech-savvy, and thrive in a dynamic environment, we’d love to hear from you. Apply today to join the Pease Bell CPAs team!