Office Administrator

Job Description

Job Description

Talis Group’s client is a small, established CPA firm seeking a dependable, organized, professional  Office Administrator to support the day-to-day operations of their 5-person, downtown office. This is a hands-on role for someone who enjoys working in a close-knit team, interacting with clients, and keeping the office running smoothly and efficiently.

Salary: $45 to 50K + solid benefits package including health, dental, vision, 401K, and free parking.

HIGHLIGHTED DUTIES:

• Manage the day-to-day administrative operations of the CPA office.
• Serve as the first point of contact for clients by phone, email, and in person.
• Schedule appointments, meetings, and client calls.
• Maintain client files, records, and confidential information in an organized manner.
• Assist with tax-season administrative tasks, including organizing client documents and tracking outstanding information.
• Prepare, format, scan, copy, and distribute documents and reports as needed.
• Handle routine billing, invoicing, deposits, and other basic office bookkeeping tasks.
• Monitor office supplies and coordinate ordering as needed.
• Coordinate with accountants and partners to help keep client work moving efficiently.
• Assist with onboarding new clients and maintaining client information.
• Maintain a clean, organized, and professional office environment.
• Handle other administrative and organizational duties as needed.

HIGHLIGHTED REQUIREMENTS:

• Prior experience in office administration, office management, or administrative support.
• Strong organizational skills and excellent attention to detail.
• Professional, friendly, and confident communication skills, verbal and written.
• Ability to handle confidential client and financial information with discretion.
• Strong computer skills and proficiency with Microsoft Office, including Outlook, Excel, and Word – (testing required).
• Comfortable learning and using accounting, tax, document management, and office software.
• Ability to prioritize multiple tasks and meet deadlines in a busy environment.
• Dependable, self-motivated, and able to work independently.
• Strong proofreading and written communication skills.
• Previous experience in a CPA, accounting, financial services, or professional services office is preferred but not required.
• A positive, team-oriented attitude and willingness to assist wherever needed.

This information is a brief job summary for recruiting purposes only and does not constitute the entire job description, duties, or requirements.

Talis Group is an equal opportunity employer. All registrants are considered based upon their skills, performance, potential, and other qualifications, without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, or any other characteristic protected by applicable law.