Office Manager

Ascendtogether; Lacey (WA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible PTO

Medical, Dental, Vision, & Voluntary保险

401(k)

Job summary

Ascendtogether is seeking an Office Manager for our Lacey, WA location. You will oversee daily operations, front-desk duties, client and team support, and maintain an organized, efficient office environment.

You will collaborate with HR, IT, and leadership to ensure seamless workflows, timely project completion, and exceptional service to clients and staff.

Qualifications

• High school diploma or equivalent; some college coursework completed.
• 3+ years of administrative support experience.
• Advanced knowledge of Microsoft Office Suite.
• Ability to handle confidential material reliably.
• Overtime during busy season may be required.

Responsibilities

• Greet clients, answer phones, manage mail and packages.
• Maintain general practices for client service, including billing and tax forms.
• Ensure deadlines met and provide status updates on tasks.
• Assist with onboarding/offboarding and HR coordination.
• Coordinate with IT for location hardware/software needs.
• Keep office organized and presentable for staff and clients.
• Support daily cash deposits and client payments as needed.
• Assist with office supplies and events.

Skills

Administrative support

Microsoft Office

Confidential material handling

Time management

Communication

Education

High school diploma or equivalent

Some college coursework

Bachelor's degree

Tools

CCH tax software

Job description

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential.

For more information, visit www.ascendtogether.com .

About ODC

Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we're the go-to CPA firm in SW Washington. You'll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today.

In January 2023, ODC made the strategic decision to join Ascend! With Ascend's partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come.

The Role

We are seeking an Office Manager to join our team in Lacey, WA ! In this role, you'll be a pivotal part of our daily operations. You'll be responsible for a variety of administrative tasks, office organization, and client/professional support, all while contributing to an efficient, organized, and fun office environment. This is more than just an administrative position-you'll actively engage with our clients and team members of the firm, becoming an integral part of our team while fostering meaningful relationships!

Key Responsibilities

• Perform front desk duties such as greeting clients, answering phones, handling incoming/outgoing packages and mail, scanning and running errands.
• Maintain knowledge of general practices to properly serve clients (ex: delivery of tax forms, understanding and complying with billing policies, knowledge of tax forms and other standard documents, etc).
• Uphold a high level of customer service with clients and build strong interpersonal relationships with in-office and remote team members
• Responsible for meeting compliance deadlines and maintaining completion of office-assigned task lists. Communicate project deadlines, status updates and workflow questions.
• Assist with daily cash deposits and take client payments as necessary.
• Maintain safe and organized office environment, maintaining neat and orderly presentation to employees and clients' comfort and accessibility. (ex: conference room organization and cleanliness)
• Coordinate with human resources to assist with onboarding and offboarding of office employees, coordinating community involvement, and marketing opportunities.
• Coordinate with company IT team to serve as a liaison for location-related hardware/software needs and issues.
• Facilities Management - maintain your office location facilities and related messaging (office open/closure, building maintenance, security and door systems, coordinate with service providers, etc). Order and maintain supply inventory and assist with internal firm snacks, meals and events.
• Maintain cleanliness of shared kitchen space - opening and closing duties (ex: unload and run dishwasher; monitor fridge cleanliness - communicate with staff as needed).
• Stay current on software/technology and collaborate with administrative team and leadership to be proactive and solution-oriented.
• Other special projects as assigned.

Required Qualifications

• High school diploma or equivalent and some college coursework required
• 3+ years of administrative support experience
• Advanced working knowledge of Microsoft Office Suite.
• Ability to handle confidential material in a reliable manner.
• Commitment to providing exceptional service, both internally and externally.
• Will require some overtime hours during busy season.

Preferred Qualifications

• Bachelor's degree
• Experience with CCH or other tax software
• Experience working in a public accounting firm or professional services environment

Who We Look For

An exceptionally organized individual, boasting excellent time management skills and excellent verbal and written communication skills. Someone who thrives in meeting multiple deadlines with minimal supervision, demonstrating capacity for self-motivation within a collaborative setting. A dedicated team player, committed to producing high-quality work, coupled with strong interpersonal skills. An enthusiastic willingness to learn and adapt is also key to succeeding in this role.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k