Administrative Assistant

ATLAS CPAs & AdvisorsMarion, IL
Onsite

About The Position

ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for A dvisors T hat L isten A nd S erve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it. Overview We are seeking a reliable and detail-oriented Administrative Assistant to support our Marion, IL office. Working under the guidance of Managers and/or Partners, this role will provide administrative support to both internal staff and clients. The ideal candidate is organized, professional, and comfortable in a fast-paced environment. This is a great opportunity to join a collaborative team with opportunities for growth across a multi-state firm.

Requirements

  • Strong knowledge of computer software and programs
  • Friendly and social demeanor with excellent interpersonal skills
  • Ability to multitask and remain organized in a fast-paced environment
  • Strong problem-solving skills and a proactive mindset
  • Excellent written and verbal communication
  • Professionalism and attention to detail
  • Willingness to learn new tools and systems
  • Flexible, team-oriented attitude
  • Ability to manage shifting priorities and meet deadlines
  • Alignment with the company’s Mission, Vision, and Values
  • Willingness to work occasional weekends during peak tax season

Nice To Haves

  • Previous experience at a CPA firm is a plus, but not required

Responsibilities

  • Utilize Microsoft Office tools, including Word and Excel, regularly
  • Operate firmwide software systems and manage multi-line phone systems
  • Greet and interact with clients professionally
  • Manage appointment scheduling and calendar coordination
  • Prepare and send outgoing mail; make occasional post office trips
  • Oversee general office upkeep, maintain inventory, and order supplies
  • Generate and distribute weekly reports
  • Assign incoming projects and assist in tracking progress
  • Scan, file, and assemble tax returns and client reports
  • Maintain paper and electronic filing systems; track E-file authorization forms
  • Create and send invoices; collect and process client payments
  • Perform other duties as assigned to support firm operations

Benefits

  • Medical, Dental, and Vision
  • GAP Benefits
  • Supplemental Benefits
  • Life and AD&D Insurance
  • Short- & Long-Term Disability Plans
  • 401k with Company Matching
  • Bonus Structure
  • Flexible PTO with sick time
  • Incentive Program
  • Development Program
  • Company Wellness Program
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service