High-Level Administrative Assistant

Callan Accounting CPA & Advisors, LLC; Bend (OR); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Flexible work setting

Growth opportunities

Supportive team

Client-facing experience

Job summary

Callan Accounting CPA & Advisors, LLC in Bend, Oregon is seeking a High-Level Administrative Assistant to support our team during busy tax seasons and year-round. You will greet clients, manage incoming calls and emails, schedule meetings, and help with tax return assembly and workflow tracking.

The ideal candidate is organized, client-focused, and able to handle multiple tasks with attention to detail in a fast-paced professional services environment.

Qualifications

• Prior experience working in a professional services firm required (CPA or Law)
• Strong organizational and multitasking skills
• Professional communication and customer service abilities
• Attention to detail and ability to manage deadlines
• Experience with Microsoft Office and general office technology

Responsibilities

• Greeting clients and managing incoming calls and emails
• Scheduling meetings and coordinating calendars
• Assisting with tax return assembly and workflow tracking
• Managing client documents and electronic files
• Supporting staff with administrative and office tasks
• Maintaining organization and assisting with day-to-day office operations

Skills

Client communication

Organizational skills

Multitasking

Attention to detail

Customer service

Tools

Microsoft Office

Job description

NOTICE TO AGENCIES: Direct applicants only please. No third-party solicitations.

We’re hiring a High-Level Administrative Assistant to join our CPA firm!

We are looking for a professional, organized, and client-focused individual to support our team and help keep our office running smoothly during both busy tax seasons and throughout the year. This position is ideal for someone who enjoys working in a fast-paced professional environment, communicating with clients, and supporting a collaborative team.

Responsibilities

• Greeting clients and managing incoming calls and emails


• Scheduling meetings and coordinating calendars


• Assisting with tax return assembly and workflow tracking


• Managing client documents and electronic files


• Supporting staff with administrative and office tasks


• Maintaining organization and assisting with day-to-day office operations

Qualifications

• Prior experience working in a professional services firm required (CPA or Law)


• Strong organizational and multitasking skills


• Professional communication and customer service abilities


• Attention to detail and ability to manage deadlines


• Experience with Microsoft Office and general office technology

What we offer

• Supportive and team-oriented environment


• Flexible and stable work setting


• Opportunities for growth and long-term development


• Meaningful relationships with clients and coworkers

We are looking for someone dependable, positive, and eager to contribute to a professional and collaborative workplace. If you or someone you know may be a fit, we’d love to connect.

Agency policy: We do not accept unsolicited resumes from external recruiting firms. Any unsolicited profiles submitted will be considered company property.