Administrative Assistant at Aldrich CPAs & Advisors LLP

Lake Oswego, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

30.0

Posted On

06 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Management, Scanning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Customer Service, Written Communication, Verbal Communication, Attention To Detail, Organization, Confidentiality, Digital Workflow Management, Front-desk Support, Data Entry, Time Management

Industry

Professional Services

Description

Description Do you thrive in a fast-paced, detail-driven environment where reliability and initiative truly make a difference? Aldrich CPAs + Advisors is seeking a proactive, tech-savvy Administrative Assistant to support our CPA admin team. This fully onsite role is critical to keeping day-to-day operations running smoothly, especially during our busy season when document management, scanning, and organization are key to serving our clients efficiently. You will play an important role in helping the team stay organized, responsive, and on track during high-volume periods. In this role, you will manage high-volume document scanning and uploads within our Autoflow system while supporting efficient digital workflows across the team. Your work will directly impact the team’s ability to deliver timely, accurate service to our clients. This is a great opportunity to join a collaborative, agile team that values accountability, respect, and continuous growth. If you are dependable, responsive, and motivated to support your team’s success, we would love to connect with you. Why Aldrich Aldrich is a growth-minded West Coast professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect. Our leadership philosophy is grounded in a clear mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. We prioritize our people and are committed to supporting their growth both personally and professionally. At Aldrich, employees are encouraged to bring their authentic selves to work while pursuing meaningful success in their careers and beyond. Aldrich is an equal opportunity employer. Check out more about Aldrich here. Requirements You’ll Get a Chance To Assemble and prepare tax returns, financial statements, and client correspondence Onboard clients into Aldrich systems and digital platforms Support the electronic filing process: transmit, log, and track returns Coordinate, manage, and file electronic paperwork and records Manage client document scanning and upload workflows using internal software systems, including quality control and timely digital filing Answer and direct phone calls, greet clients, and provide front-desk support as needed Adapt to new technologies and evolving responsibilities with initiative and flexibility Support document scanning workflows, including using internal platforms to verify and upload client documents accurately and efficiently during busy season Work from a shared team inbox and contribute to visibility tools (KPIs, workload tracking) that help the team spread work evenly and monitor productivity What You Bring to the Team Bachelor’s degree from an accredited institution 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, specifically Word, Excel, Outlook, and Teams Strong written and verbal communication skills, with excellent attention to detail and accuracy Highly organized and dependable, with the ability to manage multiple priorities and adjust to shifting deadlines Proactive, highly resourceful team player who can work independently and under pressure Sound judgment and the ability to handle confidential information with complete discretion Comfort working with new technology platforms and digital workflow systems How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes: Time Off 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank 10 Paid Holidays 16 Hours of Volunteer Time Paid Sabbaticals Paid Parental Leave Health Insurance Benefits Medical, dental, vision Life and long-term disability insurance Health savings - annual contribution of $1,500, flexible spending, and dependent care Retirement Savings 401(k) plan with 1.5% match 5% discretionary profit sharing This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $24.00-30.00 per hour. For a full summary of our benefit offerings, check out Life at Aldrich here. What You Should Know This is a full-time on-site position out of our Lake Oswego office. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This position will require you to work on occasional Saturdays between February and April. To Apply Submit your resume today! We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Responsibilities

Manage high-volume document scanning, uploads, and digital workflows using internal systems like Autoflow. Provide administrative support including assembling tax returns, onboarding clients, and handling front-desk duties.