Belfint, Lyons & Shuman, P.A.Verified Source

Administrative Operations Associate B2B SaaS Demand Generation

Onsite · Philadelphia, Pennsylvania
Posted August 12, 2026
payroll

Overview

Lead ownership of administrative operations for a fast‑paced environment where you will own scaling initiatives and drive efficiency. This role blends technology expertise with strategic support for clients and internal teams. Stand out by delivering measurable impact from day one.

What You'll Do9

  • 1Build automated workflows using Python and AWS to streamline document assembly
  • 2Design scalable systems for assembling client financial statements and tax returns
  • 3Own the paperless environment by managing client databases and time entry processes
  • 4Drive improvements in organization and multi‑tasking through hands‑on tool utilization
  • 5Assist with bookkeeping tasks such as check writing and bank reconciliations
  • 6Utilize ProSystems Practice Management and related software to enhance workflow
  • 7Navigate regulatory resources and research statutory compliance independently
  • 8Collaborate across teams to ensure accurate client deliverables and confirmations
  • 9Maintain high detail orientation while operating with minimal supervision

Requirements10

  • 15+ years building ETL pipelines with Spark and Airflow
  • 23-5 seasons of experience in administrative or finance support
  • 3AWS Certified practitioner familiar with cloud infrastructure
  • 4CPC Card certification preferred for accounting professionals
  • 5BCBA credential valued for analytical roles
  • 6Strong proficiency in Microsoft Office Word Excel PowerPoint
  • 7Ability to rapidly learn industry software like ProSystems Practice Management
  • 8Proven track record of working independently in a public accounting setting
  • 9Experience with government compliance regulations and statutory guidelines
  • 10Excellent time management and ability to prioritize tasks under pressure

Salary Insight

Salary not disclosed in listing

Location

Typeonsite
LocationPhiladelphia, Pennsylvania

Required Skills

Microsoft WordMicrosoft ExcelMicrosoft PowerPointProSystems Practice ManagementProSystems DocumentProSystems TaxProSystems EngagementTypingProofreadingAssembling client financial statementsBank reconciliationsJournal entriesCheck writingBookkeepingTime entry
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