Administrative Assistant

ATLAS CPAs & Advisors PLLC • Phoenix, AZ

2d • 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 Advisors That Listen And Serve, 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. We are seeking a reliable and detail-oriented Administrative Assistant to support our NW Phoenix office. Working under the guidance of Managers and/or Partners, this role will provide administrative support to both clients and internal staff. 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

• Bachelor’s degree preferred
• At least 1 year of experience in a similar administrative role preferred
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees