Job description

Milwaukie/Clackamas CPA firm seeks a detail-focused and team-oriented Administrative Assistant in fulfilling the Firm’s daily administrative operations. This position is full time, M-F, 8am-5pm.

A sample of general duties:

• Process and file client tax returns, financial statements, and other client communications and deliverables as needed
• Enter client projects
• Process credit card payments, deposit checks
• Answer phones, route calls, manage voicemail and holiday greetings
• Assist in onboarding/disengaging clients where needed
• Retrieve newspapers and water plants
• Scan/download documents received from clients and file appropriately
• Retrieve the mail/packages and distribute to employees, coordinate courier services
• Ensure a clean office environment with light cleaning when necessary
• Maintain awareness of calendars and meetings to greet clients
• Process and post internal and external newsletters and communications
• Maintain office/break room supply inventory through replenishment orders
• Manage records, scheduling, and setup of continuing education (CPE) and CPA licensure for the firm
• Write/transcribe letters to clients, vendors, and referrals
• Provide assistance to our management team as needed
• Recommend process improvements for all tasks firm-wide
• Other duties as assigned

Qualifications:

• Excellent verbal and written communication skills

• Self-starter
• Able to work in an environment with many interruptions and multitask with composure

• Ability to maintain a high level of confidentiality
• Dependable for punctuality and follow-through
• Ability to juggle multiple deadlines
• Ability to troubleshoot new problems and provide assistance to our clients and team members.
• Willingness to take on additional tasks and projects
• Higher-level experience with the Microsoft Office suite, specifically Word, Excel, and Outlook desired
• Working knowledge of Adobe Acrobat (PDF), Microsoft Windows, and Microsoft Outlook
• Ability to take direction, learn quickly and work independently/as a team

Education/Experience:

• Client/Customer Relationship experience required
• 3 years of experience in an office setting required

Benefits:
Generous benefits package includes Firm paid medical, vision, dental insurance, paid vacation and sick time, and 401k matching.

Job Type: Full-time

Pay: $22.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Portland, OR 97222: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Professional Services Office: 3 years (Required)

Language:

• English (Required)

Work Location: One location

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