Executive Admin & Office Operations Lead

ATLAS CPAs & Advisors PLLC

Tucson (AZ)

On-site

USD 55,000 - 75,000

Full time

3 days ago
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Benefits offered by this job

Medical, Dental, Vision
401(k) with company matching
Bonus structure
Flexible PTO
Wellness program
Development program
Incentive program

Job summary

ATLAS Navigators, LLC is seeking an experienced Executive Administration Assistant to oversee Tucson office operations. You will supervise administrative staff, coordinate workflow from client intake to E-filing, and ensure efficient processes while maintaining excellent client service.

The role requires strong communication, problem solving, and organization in a fast-paced professional services environment. Prior CPA/firm experience is preferred and benefits are offered.

Qualifications

  • Minimum of three years in an Administrative/Office Manager role.
  • Experience supervising administrative staff and handling client service concerns.
  • Background in a CPA firm or professional services is preferred.
  • Proficiency with Microsoft Office and ability to learn firm software.
  • Ability to protect confidential client, financial, and personal information.

Responsibilities

  • Lead daily office operations and supervise staff; assist with staff meetings.
  • Manage client intake to E-filing workflow for accuracy and timeliness.
  • Pull weekly production reports for review with Partners.
  • Screen, schedule, onboard new clients and assist with fee determinations.
  • Maintain high client satisfaction through proactive communications and updates.
  • Administer HR tasks including payroll review, PTO, and staff development.
  • Monitor AR and WIP; assist with client billing and reporting to Partners.
  • Identify operational issues and propose improvements to Partners.
  • Oversee general office operations and document processing.

Skills

Leadership
Client service
Time management
Organization
Problem solving
MS Office
Confidential data handling

Education

High School Diploma/GED
Some college preferred

Job description

ATLAS Navigators, LLC is seeking an experienced Executive Administration Assistant to oversee Tucson office operations. You will supervise administrative staff, coordinate workflow from client intake to E-filing, and ensure efficient processes while maintaining excellent client service.

The role requires strong communication, problem solving, and organization in a fast-paced professional services environment. Prior CPA/firm experience is preferred and benefits are offered.

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