Part-Time Administrative Assistant – Tax Season Support

Platform Accounting Group; Oregon City (OR); On-site; USD 30,000 - 42,000; Part time

Benefits offered by this job

Advancement opportunities

Training and development

Competitive compensation

401(k) and medical benefits

Job summary

Platform Accounting Group is a growing accounting firm providing tax, accounting, assurance, IT consulting, and wealth management services to SMBs. This part-time Administrative Assistant role is 32 hours per week, with busier weeks during tax season (Jan 15 – Apr 15).

You will support front office functions and accounting staff year-round. The role includes greeting clients, filing tax returns, answering phones, onboarding in UltraTax/Karbon, billing support, and event coordination.

Qualifications

• Professional office experience 1 yr+.
• Excellent organizational skills and flexibility.
• Strong communication and interpersonal skills.
• Ability to establish priorities and efficiently manage time.
• Friendly disposition with a client-facing role.
• Comfortable in a fast-paced environment.
• Desire to grow with the Firm / upward mobility.
• Proficient in Microsoft Office Suite.
• Knowledge in Karbon and UltraTax plus.

Responsibilities

• Greet clients and maintain a professional front office environment.
• Assemble and file tax returns (individual, partnership, corporate, fiduciary).
• Answer phones and manage client payments.
• Onboard new clients in UltraTax, E-file Cabinet, and Karbon.
• Finalize monthly billing for bill managers.
• Order office supplies and schedule maintenance.
• Scan and file documents; assist with outgoing mail.
• Prepare client packets and meeting documents.
• Support Tax and Client Accounting with document processing.
• Coordinate and order lunch for meetings; assist with events.

Skills

Professional office experience

Organizational skills

Communication skills

Time management

Interpersonal skills

Detail-oriented

Microsoft Office

Karbon experience

UltraTax knowledge

Tools

Karbon

UltraTax

Job description

Platform Accounting Group is a growing accounting firm providing tax, accounting, assurance, IT consulting, and wealth management services to SMBs. This part-time Administrative Assistant role is 32 hours per week, with busier weeks during tax season (Jan 15 – Apr 15).

You will support front office functions and accounting staff year-round. The role includes greeting clients, filing tax returns, answering phones, onboarding in UltraTax/Karbon, billing support, and event coordination.