Senior Administrative Assistant - Growth & Client-Focused Support

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

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.