Administrative Assistant

Pay: $23.00 to $26.00 per hour

Description
Do you thrive in a fast-paced, detail-driven environment where reliability and initiative truly make a difference? Aldrich CPAs + Advisors is seeking a proactive, tech-savvy Administrative Assistant to support our CPA admin team.
This fully onsite role is critical to keeping day-to-day operations running smoothly, especially during our busy season when document management, scanning, and organization are key to serving our clients efficiently. You will play an important role in helping the team stay organized, responsive, and on track during high-volume periods.
In this role, you will manage high-volume document scanning and uploads within our Autoflow system while supporting efficient digital workflows across the team. Your work will directly impact the team’s ability to deliver timely, accurate service to our clients.
This is a great opportunity to join a collaborative, agile team that values accountability, respect, and continuous growth. If you are dependable, responsive, and motivated to support your team’s success, we would love to connect with you.
Why Aldrich
Aldrich is a growth-minded West Coast professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect.
Our leadership philosophy is grounded in a clear mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
We prioritize our people and are committed to supporting their growth both personally and professionally. At Aldrich, employees are encouraged to bring their authentic selves to work while pursuing meaningful success in their careers and beyond.
Aldrich is an equal opportunity employer.
Check out more about Aldrich here.
Requirements
You’ll Get a Chance To
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
What You Bring to the Team
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
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
Time Off
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
Health Insurance Benefits
Medical, dental, vision
Life and long-term disability insurance
Health savings - annual contribution of $1,500, flexible spending, and dependent care
Retirement Savings
401(k) plan with 1.5% match
5% discretionary profit sharing
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $23.00-26.00 per hour.
For a full summary of our benefit offerings, check out
Life at Aldrich here.
What You Should Know
This is a full-time on-site position out of our Lake Oswego office. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This position will require you to work on occasional Saturdays between February and April.
We will likely not make a final hiring decision until late October due to our fall busy season.
To Apply
Submit your resume today!
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.