E-Filing & Administrative Assistant

Job Description

Job Description

About Patrick Casey & Co. LLP

Patrick Casey & Co. LLP is a established accounting firm seeking an organized, dependable Seasonal E-Filing & Administrative Assistant to join our team for the upcoming busy season. This is a vital support role working hand-in-hand with our administrative staff, professional team, partners, and valued clients to keep our operations running smoothly.

Key Responsibilities

• E-Filing Management: Serve as the main point of contact for personal electronic tax e-filing submissions.
• Client Service: Deliver friendly, professional customer service over the phone and assist callers promptly.
• Billing Operations: Process, verify, and send out paper billing check statements.
• Front Desk Support: Support the administrative team with general office tasks and incoming client inquiries.
• Software Navigation: Quickly learn and utilize internal firm software to execute daily workflows accurately.

Qualifications & Requirements

• 1+ years of experience in an administrative, receptionist, or office support role (experience in accounting, legal, or professional services is a plus).
• Tech-savvy with a proven ability to pick up new software programs quickly.
• Exceptional organizational skills, strong attention to detail, and ability to multitask effectively.
• Strong written and verbal communication skills, especially over the phone.
• Team-player mindset with a reliable, hardworking work ethic.

Schedule & Benefits

• Duration: January through April.
• Growth Potential: Opportunity to return for future tax seasons based on performance.
• Work Environment: Supportive, collaborative team culture with full training provided on internal systems.

\nCompany Description

Patrick Casey & Co. LLP is a well-established accounting firm in beautiful Bend, Oregon. With
decades of combined local experience, our partners have developed deep roots in Central
Oregon and provide exceptional service to our clients and our community. Our firm offers tax
preparation services to individuals, partnerships, corporations, estates and trusts as well as
accounting and consulting services. Our clients are diverse, well-rounded, multi-generational
and nothing short of stellar. We are committed to adhering to the highest standards of quality,
integrity and timeliness while providing an extraordinary working environment for our team. Our
firm offers terrific work/life balance.

Company Description

Patrick Casey & Co. LLP is a well-established accounting firm in beautiful Bend, Oregon. With\r\ndecades of combined local experience, our partners have developed deep roots in Central\r\nOregon and provide exceptional service to our clients and our community. Our firm offers tax\r\npreparation services to individuals, partnerships, corporations, estates and trusts as well as\r\naccounting and consulting services. Our clients are diverse, well-rounded, multi-generational\r\nand nothing short of stellar. We are committed to adhering to the highest standards of quality,\r\nintegrity and timeliness while providing an extraordinary working environment for our team. Our\r\nfirm offers terrific work/life balance.