Job Description

Job Description

Northwest Tax Advisors LLC is a growing tax and advisory practice located in Mercer Island, WA that specializes in tax compliance, tax planning, and strategic consulting for businesses and individuals, while also providing accounting, payroll, and other professional services.

We need an office administrative assistant to support the accounting and tax team in client relations, document processing, invoicing and other matters. An ideal candidate will share our passion for client service, considers organization and attention to detail two of their personal strengths, is dependable, wants to learn, has a desire to be right with the ability to take constructive criticism when wrong, and comes to the office looking to strengthen the bond between our firm, our clients, and other staff members. Note: This is not a remote or hybrid position.

Position requirements:

• Must be proficient in MS Office (Word, Excel & Outlook)
• Must be highly reliable, ethical and have a can-do attitude
• Strong organizational skills with attention to detail
• Excellent verbal and written communication skills
• Ability to multitask and adapt in fast paced and changing environments with strict deadlines
• Ability to work cooperatively with co-workers in team environment
• Ability to sit or stand for long periods of time
• Ability to lift client files and office supplies
• Ability to use discretion with confidential and sensitive information
• Experience working with Adobe in a paperless environment is a plus
• Experience with multi-line phone system is a plus
• Previous experience in a CPA firm or law firm is a plus, but not a requirement

Primary responsibilities include:

• Greet staff, clients, and vendors with a professional and positive disposition
• Proficient in answering, forwarding, and screening calls on a multi-line phone system
• Maintain front office, conference room, file room, and kitchen at a high standard
• Maintain office machines (copiers/scanners/postage)
• Assist with calendar management and scheduling
• Assist with maintenance of client database, document management, and task workflows
• Sort, scan, and deliver daily incoming and outgoing mail
• High volume document scanning & electronic filing
• Assembly, labeling, and processing of client deliverables
• Provide administrative support to staff
• Perform ad-hoc administrative duties (ordering supplies, filing, lists, organizing, etc.)

Northwest Tax Advisors (NWTA) is a place you can grow as a professional and will be respected as a person. NWTA offers great benefits, significant flexibility, fewer hours than larger firms, a better workplace atmosphere and culture, and a better internal opportunity to move up. More than anything, we operate as a team. We are caring and committed to both our staff and our clients. Since we are a newer firm and growing, anyone joining the team now will be a part of our growth, and will help shape our firm's identity, reputation, and prominence in the local market.

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