Administrative Assistant

Lumsden McCormick, one of the most respected accounting firms in Western New York and recognized as a Great Place to Work, is seeking a talented administrative professional to join our team. The Administrative Assistant will provide a full range of support services to partners, clients, and professional staff.

Responsibilities

• Provide administrative support to the Audit and/or Tax departments to ensure the timely and accurate completion of client deliverables
• Prepare, format, proofread, and assemble financial statements, tax returns, engagement letters, reports, correspondence, and other client documents
• Review documents for accuracy, consistency, completeness, formatting, and overall presentation prior to distribution
• Compile, bind, distribute, and securely deliver client documents in both electronic and printed formats
• Compose, edit, and process professional correspondence and other business documents using Microsoft Office applications
• Scan, organize, and maintain electronic documents in accordance with firm document management standards
• Coordinate shipping and mail services, including FedEx, UPS, U.S. Mail, courier services, and secure electronic delivery
• Provide general office support, including copying, scanning, printing, document assembly, mailings, labels, and supply management
• Provide backup reception coverage, including answering phones, greeting visitors, and covering scheduled absences
• Assist with seasonal tax return assembly and other administrative support during peak filing periods
• Support partners, managers, and staff with special projects and other administrative assignments as needed
• Utilize firm technology and AI-enabled tools, where appropriate, to improve efficiency, enhance document quality, and streamline administrative processes
• Maintain confidentiality of client and firm information and perform other duties as assigned

Experience

• Strong organizational skills with attention to detail and accuracy
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint
• Excellent written and verbal communication skills, including proofreading
• Professional interpersonal and customer service skills with the ability to interact effectively with clients and coworkers
• Ability to prioritize multiple assignments and meet deadlines in a fast-paced environment
• Ability to work independently and collaboratively as part of a team
• Willingness to learn new technologies and AI-enabled tools that improve efficiency
• Flexibility to work additional hours, including evenings and occasional Saturdays during peak business periods

Benefits

We offer a comprehensive benefits package designed to support your health, financial well-being, and professional growth, including:

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA) for medical and dependent care expenses
• 401(k) with firm contributions and profit sharing
• Paid time off and paid holidays
• Professional development and continuing education support
• Flexible work arrangements, including hybrid and remote opportunities for eligible positions
• Additional benefits, including life insurance, wellness offerings, and more

View our full list of employee benefits and perks here.

Company Culture

Our firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As an Administrative Assistant, you will be an essential part of our mission to provide exceptional service to our clients.

We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm. 

Application Instructions

To apply, submit your resume via our online application below. Please contact our Human Resources Generalist, Tracy Johnston, with questions.

This role will begin fully in person at our downtown Buffalo office with the opportunity to transition to a hybrid schedule if desired.