Davis & Hodgdon Associates CPAs

Administrative Assistant

• Serve as an administrative support contact for internal teams and clients by responding to requests, questions, and follow-ups clearly, proactively, and in a timely, professional manner
• Provide general administrative support to staff through a centralized request system
• Assist with scheduling meetings, coordinating calendars, and managing shared inboxes
• Follow internal process for checking in tax returns and other client work via project management system
• Assemble, organize, and deliver finalized documents to clients electronically
• Assist with billing-related tasks and accounts receivable follow-ups
• Download and organize documents received from clients or third parties
• Maintain accurate digital client records, including contact details and notes
• Track, document, and maintain client consent records related to offshore support
• Prepare authorization forms and assist clients with signing and returning required documents
• Follow documented procedures and share suggestions for process improvements when appropriate
• Use cloud-based systems and AI-assisted tools to complete tasks efficiently
• Collaborate with team members to share ideas and best practices