Administrative Assistant

Job description

We are a multifaceted CPA firm with 10 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have partnered with wealth advisors and estate attorneys to create Coordinated Financial Care service for our clients. We are looking for an front office administrator for our Bend, Oregon office.

If you are organized, detail-oriented, and proactive, we would like the opportunity to speak with you. This position encompasses many of the tasks needed to run an efficient, client-friendly, professional firm. You will help make our office a great place for our company members to work while providing superior service to our clients. This position will provide the support needed to service our clients with timely accurate work.

Potential Duties:

• Answer phones with a sense of urgency


• Greet customers


• Make deposits


• Check mail


• Book tax appointments for CPA’s


• Log in taxes


• Process taxes for record keeping and client pick up


• Collect payments from clients


• Track and record time on a daily basis - Chargeable/Non Chargeable


• Other duties as assigned


• Excellent computer skills including Microsoft Office Suite


• Professional appearance and demeanor

Skills that will make you successful in this position:

• Basic understanding of tax filing


• High level of initiative


• Problem solving capability


• Detailed, accurate service that is friendly and customer oriented

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you're looking for, please email your resume and cover letter, and references. Pay determined based on experience and education. We offer opportunities for professional growth in the accounting field!

Benefits:

• 401(k)


• 401(k) matching


• Dental insurance


• Flexible spending account


• Health insurance


• Health savings account


• Paid time off