Administrative Assistant - CPA Firm

TD Consulting Group PC; Milwaukie (OR); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical & Dental

Long-Term Disability

401K Retirement Plan

Paid Holidays

Flex Time

Job summary

TD Consulting Group PC is seeking an Administrative Assistant to support client experiences and daily operations in Milwaukie, OR. You will greet clients, manage communications, assist with portal access and e-signatures, and coordinate tax return delivery.

You will also support filing, AR transactions, and general office operations throughout peak tax seasons. The role emphasizes organization, proactive communication, and teamwork within a professional services setting.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
• Comfortable learning and working in several software programs throughout the day to complete tasks.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• High attention to detail and strong follow-through.

Responsibilities

• Greet clients that come into the office, answer phones, direct calls and inquiries.
• Assist clients with portal access, e-signatures, and tax return delivery.
• Monitor outstanding items and follow up proactively.
• Provide professional, responsive, and client-focused service.
• Maintain clear communication and accurate expectations throughout the client experience.
• Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures.
• Support administrative operations as needed.
• Support team members during both standard and peak tax seasons.
• Process payments and record transactions in AR software.

Skills

Organizational skills

Time management

Written and verbal communication

Multi-priority management

Customer service mindset

Professionalism and problem solving

Tools

CRM platforms

AR software

Workflow systems

Project tracking tools

Document management software

Job description

Administrative Assistant

The Administrative Assistant plays a key role in supporting both the client experience and daily operations at TD Consulting Group.

What You’ll Be Doing

Client Support & Communication

• Greet clients that come into the office, answer phones, direct calls and inquiries
• Assist clients with portal access, e-signatures, and tax return delivery
• Monitor outstanding items and follow up proactively
• Provide professional, responsive, and client-focused service
• Maintain clear communication and accurate expectations throughout the client experience

Process Support

• Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures
  
• Support administrative operations as needed
• Support team members during both standard and peak tax seasons

Firm Support

• Process payments and record transactions in AR software

Success in This Role Looks Like

• Clients receive timely, professional communication
• Projects remain organized and visible within firm systems
  
• Team members can rely on accurate documentation and coordination

What We’re Looking For:

Successful candidates are organized, dependable, and curious. Additionally, a successful candidate is resourceful and focused on serving our team and clients at the highest level. Must be interested in career growth within the firm.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
• Comfortable learning and working in several software programs throughout the day to complete tasks.
• Strong organizational and time-management skills
• Excellent written and verbal communication
• High attention to detail and strong follow-through
• Professionalism, sound judgment, and problem-solving abilities
• Ability to manage multiple priorities and work both independently and collaboratively
• Experience in public accounting, tax, financial services, legal, or other professional services environments preferred
  

Why Join TD Consulting Group, PC?

At TD Consulting Group, we believe exceptional client service starts with exceptional people. Team members are trusted with meaningful responsibility, encouraged to contribute ideas, and supported in their professional growth.
We value accountability, communication, teamwork, and continuous improvement while maintaining a collaborative and supportive environment focused on delivering high-quality service to our clients.

What We Offer

• Competitive pay based on experience and contribution
• Bonuses
  • 48+ Bonus: Any hours worked in excess of 48 per week are paid at your hourly rate. This bonus is paid
    monthly with regular wages.
  • Client Referral Bonus: You will receive 15% of collections (adjusted for realization) for the first three
    years on each new client referred. This is paid with Payroll in May of each year.
  • Employee Referral Bonus: Refer an employee and receive a $2,500 bonus after they complete 90 days of
    employment.
• Time Off
  • Vacation: 120 hours annually, accrued monthly. (Prorated initially)
  • Sick Leave: 40 hours annually, provided in lump sum at the start of each year. (Prorated initially)
  • Paid Holidays (12 total): New Year's Day, The Friday after the April deadline, Memorial Day, Independence Day, Labor Day, The Friday after the October deadline, The Wednesday before Thanksgiving, Thanksgiving Day, The Friday after Thanksgiving, Christmas Eve, Christmas Day, and one discretionary day set by the firm each year.
  • Flex Time: Flex time lets you step away for occasional appointments without using sick or vacation, as long as the time is made up in the same Sunday-to-Saturday workweek.
  • Half-Day Fridays: From the second Friday in May through the second Friday in August, the office closes at noon on Fridays, giving the option to work a compressed schedule while still meeting a 40hr week.
    
• Benefits – Effective First of the Month Following Date of Hire
  • Medical & Dental: 100% employer-paid coverage for medical, dental, vision, and prescriptions. Dependents may enroll via payroll deductions.
  • Long-Term Disability: 100% employer-paid via reimbursement.
  • Oregon Paid Family Medical Leave: Firm covers 100% of both employer and employee portions.
  • Short-Term Disability & Life Insurance: Available at employee cost via payroll deduction.
  • 360 Recognition Program: Give and receive monthly kudos that can be redeemed for gift cards or other custom awards.
  • Firm Mobile Apps: BambooHR, Outlook, Slack IMs, Desk Phone Extension, and 2-factor MFA.
  • Cell Phone Reimbursement: $40 monthly (non-taxable) for business use of personal cell phones.
  • 401K Retirement Plan: Eligible to enter the plan after 1000 hours of service, with plan entry each quarter. A Firm match of up to a 4% will apply.
  • Professional Development Support: Includes up to $1,200 CPA/EA exam reimbursement and 100% firm paid required CPE/licensing/OSCPA dues.
  • Ai and Industry Research Tools: A full suite of industry resources including multiple Ai platforms are available for all staff.
  • Along with your issued laptop, a docking station, 3 monitors, and mouse/keyboard, web cam, and speaker/mic are provided for both your workplace in the office and your home office.

What You Should Know

This is a full-time, on-site position based in our Milwaukie office. Standard business hours are Monday through Friday from 8:00 AM to 5:00 PM.

This role operates in a fast-paced, deadline-driven environment, particularly during peak tax seasons. Successful team members are adaptable, proactive communicators who maintain professionalism under pressure.

If you enjoy maintaining structure, supporting clients, and being part of a collaborative professional team, we encourage you to apply.