Client Experience & Operations Assistant

TD Consulting Group, PC; Milwaukie (OR); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive pay based on experience

Bonuses: various performance-based

Paid Time Off: vacation, sick leave, 9

Job summary

TD Consulting Group, PC in Milwaukie, OR, is seeking an Administrative Assistant to support client experience and daily operations on-site. The role focuses on greeting clients, managing communications, tax document delivery, and coordinating tax season processes.

Ideal candidates are organized, detail-oriented, and capable of learning multiple software applications. The position offers full-time hours and a collaborative, growth-oriented environment with competitive pay.

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software.
• Comfortable learning and using several software programs daily.
• 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 independently and collaboratively.
• Experience in public accounting, tax, financial services, or professional services environments preferred.

Responsibilities

• Greet clients, 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 client service.
• Maintain clear communication and accurate expectations throughout the client experience.
• Coordinate tax return processing, filing coordination, e-signature tracking, and delivery procedures.
• Support administrative operations as needed.
• Assist team during peak tax seasons.
• Process payments and record transactions in AR software.

Skills

CRM platforms

Workflow systems

Project tracking

Document management

Time management

Written & verbal communication

Attention to detail

Multitasking

Independent & collaborative

Tools

AR software

BambooHR

Outlook

Slack

Job description

TD Consulting Group, PC in Milwaukie, OR, is seeking an Administrative Assistant to support client experience and daily operations on-site. The role focuses on greeting clients, managing communications, tax document delivery, and coordinating tax season processes.

Ideal candidates are organized, detail-oriented, and capable of learning multiple software applications. The position offers full-time hours and a collaborative, growth-oriented environment with competitive pay.