Administrative Assistant

• Utilize Microsoft Office tools, including Word and Excel, regularly
• Operate firmwide software systems and manage multi-line phone systems
• Greet and interact with clients professionally
• Manage appointment scheduling and calendar coordination
• Prepare and send outgoing mail; make occasional post office trips
• Oversee general office upkeep, maintain inventory, and order supplies
• Generate and distribute weekly reports
• Assign incoming projects and assist in tracking progress
• Scan, file, and assemble tax returns and client reports
• Maintain paper and electronic filing systems; track E-file authorization forms
• Collect and process client payments
• Perform other duties as assigned to support firm operations

• Strong knowledge of computer software and programs;
• Friendly and social demeanor with excellent interpersonal skills;
• Ability to multitask and remain organized in a fast-paced environment;
• Strong problem-solving skills and a proactive mindset;
• Excellent written and verbal communication;
• Professionalism and attention to detail;
• Willingness to learn new tools and systems;
• Flexible, team-oriented attitude;
• Ability to manage shifting priorities and meet deadlines;
• Alignment with the company’s Mission, Vision, and Values;
• Willingness to work additional hours during peak tax season:

• High School Diploma or GED required; 
• At least 1 year of experience in a similar administrative role is preferred;
• Previous experience at a CPA firm is a plus, but not required;

BENEFITS

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401 (k) with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. 

WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. 

EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.