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Ascend Partner Firms

Provides growth platform for independent CPAs

Office Manager

Administrative SupportConfirmed live in the last 24 hours
Full-timeLacey, WA, USAIn-person

About the Job

Requirements

  • A high school diploma or equivalent and some college coursework are required.
  • At least 3 years of administrative support experience is required.
  • Advanced working knowledge of Microsoft Office Suite is required.
  • Ability to handle confidential material reliably is required.
  • Commitment to providing service internally and externally is required.
  • Availability to work some overtime hours during busy season is required.

Responsibilities

  • Perform front desk duties, including greeting clients, answering phones, handling incoming and outgoing packages and mail, scanning, and running errands.
  • Maintain knowledge of general practices needed to serve clients, including delivery of tax forms, billing policies, tax forms, and other standard documents.
  • Provide customer service to clients and build strong interpersonal relationships with in-office and remote team members.
  • Meet compliance deadlines and maintain completion of office-assigned task lists; communicate project deadlines, status updates, and workflow questions.
  • Assist with daily cash deposits and take client payments as necessary.
  • Maintain a safe, organized, neat, and orderly office environment for employees and clients, including conference room organization and cleanliness.
  • Coordinate with human resources to assist with onboarding and offboarding office employees, community involvement, and marketing opportunities.
  • Coordinate with the company IT team as a liaison for location-related hardware and software needs and issues.
  • Manage office facilities and related communications, including office openings and closures, building maintenance, security and door systems, and service providers; order and maintain supply inventory and assist with internal snacks, meals, and events.
  • Maintain cleanliness of the shared kitchen, including opening and closing duties, running the dishwasher, monitoring refrigerator cleanliness, and communicating with staff as needed.
  • Stay current on software and technology and collaborate with the administrative team and leadership to be proactive and solution-oriented.
  • Complete other special projects as assigned.

Desired Qualifications

  • A bachelor's degree is preferred.
  • Experience with CCH or other tax software is preferred.
  • Experience working in a public accounting firm or professional services environment is preferred.

About the Company

Ascend Partner Firms

Provides growth platform for independent CPAs

Ascend Partner Firms helps entrepreneurial CPAs grow regional accounting firms while keeping them independent. It provides a platform that combines access to growth capital, talent acquisition and development, technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Backed by Alpine Investors, Ascend enables firms to leverage resources of a larger CPA firm without losing independence, helping them to expand and compete more effectively. Compared to other firms, Ascend pairs private-equity support with a scalable, independent business model and extensive operational resources, all aimed at helping firms reach their full potential. The company’s goal is to help regional accounting firms scale their businesses, attract talent, and improve performance so they can grow sustainably and reach market leadership."

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Alexandria, VA
Founded
2023

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