CAAS Administrative Assistant

At HoganTaylor, we're not just about numbers; we're about people. Our firm stands tall on the principles of unity, service, and dynamic, reflecting in everything we do. We are on the lookout for an Administrative Assistant for our Client Accounting & Advisory Services (CAAS) team. We are looking for someone who's passionate about making a meaningful impact on our clients, our communities, and our team.

Our CAAS team partners closely with clients to deliver timely, high-quality financial information, and this role plays a key part in making that happen. We're looking for a detail-driven, service-minded Administrative Assistant who enjoys keeping things organized, supporting multiple stakeholders, and contributing to a collaborative, fast-paced environment.

What You'll Do

• 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.

What You'll Bring

• High school diploma required; bachelor's degree in business administration strongly preferred
• 3-5 years of administrative professional experience; professional services experience preferred
• Strong proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Teams, OneNote) and Adobe PDF
• Confidence learning new systems and finding solutions within existing tools (especially Excel)
• Excellent organizational, analytical, and time-management skills
• High level of professionalism with strong verbal and written communication skills
• Experience with paperless document management systems preferred
• Experience with QuickBooks Online or other QuickBooks products preferred
• Ability to work independently with minimal supervision while collaborating effectively across all levels

Why HoganTaylor?

• Reputation for Excellence: Join a team recognized as a Best Place to Work in Oklahoma and Arkansas and one of Accounting Today's Best of the Best Firms. At HoganTaylor, you'll be part of a firm known for exceptional client relationships and a standard of excellence.
• Meaningful Connections: Build deep relationships-not just with colleagues, but with clients and the communities we serve. At HT, people are at the center of everything we do.
• Purpose-Driven Culture: Be part of something bigger. Our commitment to service means you'll have opportunities to give back, make an impact, and support the causes that matter to you.
• Innovation and Leadership: At HT, your voice matters. We believe everyone is a leader in their own right, and we encourage fresh ideas, diverse perspectives, and forward-thinking solutions. You won't just have a seat at the table-you'll help shape the conversation.
• Elevate Your Career: We invest in your growth. Our tailored, one-size-fits-one approach to learning and development puts you in the driver's seat, giving you the tools and support to thrive personally and professionally.

Embrace the opportunity to do work that matters in an environment that supports your life and your ambitions. Your journey at HoganTaylor starts now!