Administrative Assistant

Atlas-Cpas-; Cincinnati (OH); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

401(k) with Company Matching

Bonus Structure

Flexible PTO with sick time

Development Program

Company Wellness Program

Job summary

ATLAS Navigators, LLC is seeking an organized administrative assistant to support daily office functions in a professional CPA environment. The role involves client interaction, scheduling, document handling, and routine reporting, enabling smooth firm operations.

The ideal candidate will have strong computer skills, be detail-oriented, and able to multitask in a fast-paced setting. On-site work, competitive benefits, and opportunities for growth are offered.

Qualifications

• High School Diploma or GED required.
• At least 2 years of experience in a similar administrative role is preferred.
• Previous experience at a CPA firm is a plus, but not required.

Responsibilities

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

Skills

Computer skills

Interpersonal skills

Multitask/organize

Problem solving

Written/verbal communication

Professionalism

Willingness to learn

Team oriented

Deadline management

Education

High School Diploma or GED

Tools

Microsoft Office (Word, Excel)

Job description

OVERVIEW

ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.

MAJOR RESPONSIBILITIES

• 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

KNOWLEDGE, SKILLS, AND ABILITIES

• 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 hoursduring peak tax season:

EDUCATION AND EXPERIENCE

• High School Diploma or GED required;
• At least 2years 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.

#LI-Onsite

Texting Privacy Policy and Information:

• Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
• Message frequency will vary depending on the application process.
• Msg & data rates may apply.
• OPT out at any time by texting "Stop".