Office Administrator

• Coordinate client intake activities, including collecting required forms, following up on missing signatures, and helping keep tax return workflows on schedule
• Enter basic tax-related information and supporting documents into internal systems with a strong focus on accuracy and completeness
• Maintain client bookkeeping records by updating account activity, assisting with light accounts payable and accounts receivable tasks, and keeping financial data current
• Process banking activity in QuickBooks Online by posting transactions, clearing statements, and completing account reconciliations
• Scan, organize, and upload tax and financial documents into the firm's document management platforms for easy access and secure recordkeeping
• Support front office operations by answering phones, greeting visitors, coordinating meetings, and assisting with day-to-day administrative needs
• Manage digital documentation through tools such as Dropbox, DocuSign, and TaxDome to streamline communication and file control
• Assist the team with office coordination tasks in a paperless environment, ensuring records are organized and client materials are handled efficiently

• Experience in office administration, bookkeeping, or client support within a services, accounting, or financial environment
• Working knowledge of QuickBooks, including transaction entry and bank reconciliation activities
• Familiarity with accounts payable, accounts receivable, and general bookkeeping support functions
• Ability to manage document-heavy processes with strong attention to detail and organizational skills
• Comfortable using Microsoft Office applications, especially Outlook and other core administrative tools
• Strong communication skills with the ability to interact effectively with clients in person, by phone, and online
• Availability to work fully onsite in Phoenix, Arizona with flexibility around scheduled hours

Exposure to tax preparation software such as Lacerte is helpful but not required

• medical, vision, dental, and life and disability insurance
• enrollment in company 401(k) plan
• free online training