Administrative Assistant

Aldrich CPAs & Advisors LLP•Lake Oswego, OR

12d•Onsite

About The Position

Aldrich CPAs + Advisors is seeking a proactive, tech-savvy Administrative Assistant to support their CPA admin team. This fully onsite role is critical to keeping day-to-day operations running smoothly, especially during their busy season when document management, scanning, and organization are key to serving clients efficiently. The role involves managing high-volume document scanning and uploads within their Autoflow system while supporting efficient digital workflows across the team. This position directly impacts the team’s ability to deliver timely, accurate service to clients and offers an opportunity to join a collaborative, agile team that values accountability, respect, and continuous growth.

Requirements

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

Responsibilities

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

Benefits

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
Medical, dental, vision
Life and long-term disability insurance
Health savings - annual contribution of $1,500, flexible spending, and dependent care
401(k) plan with 1.5% match
5% discretionary profit sharing