Onsite Administrative Pro for Tax & Workflow Support

Aldrich CPAs & Advisors LLP; Lake Oswego (OR); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Vacation and sick leave (4 weeks)

10 paid holidays

Sabbaticals

Parental leave

401(k) with 1.5% match

Discretionary profit sharing

Job summary

Aldrich CPAs + Advisors is seeking a proactive Administrative Assistant to bolster our CPA admin team onsite in Lake Oswego. You will manage high-volume document scanning, onboarding, and electronic filing to keep client work moving smoothly during peak season.

Qualifications include a Bachelor’s degree or equivalent, strong MS Office skills, and excellent communication. This on-site role emphasizes reliability, organization, and independent initiative.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience preferred.
• At least one year of experience in a customer service or professional office environment preferred.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams).
• Strong written and verbal communication skills with attention to detail and accuracy.

Responsibilities

• Assemble and prepare tax returns, financial statements, and client correspondence.
• Onboard clients into Aldrich systems and digital platforms.
• Support electronic filing: transmit, log, and track returns.
• Coordinate, manage, and file electronic paperwork and records.
• Manage client document scanning and upload workflows; ensure quality control and timely filing.
• Answer and direct phone calls; greet clients; provide front-desk support as needed.
• Adapt to new technologies and evolving responsibilities with initiative.
• Support document scanning workflows during busy season.
• Work from a shared team inbox and contribute to visibility tools tracking workload.

Skills

Communication skills

Organization

Proactive

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Word

Excel

Outlook

Teams

Job description

Aldrich CPAs + Advisors is seeking a proactive Administrative Assistant to bolster our CPA admin team onsite in Lake Oswego. You will manage high-volume document scanning, onboarding, and electronic filing to keep client work moving smoothly during peak season.

Qualifications include a Bachelor’s degree or equivalent, strong MS Office skills, and excellent communication. This on-site role emphasizes reliability, organization, and independent initiative.