Operations Associate

Overview

Are you ready to join one of the fastest-growing accounting firms in the nation? At Archer Lewis, we’re proud of our rapid growth and success as we seek to serve local businesses and their owners across the country. We’re looking for passionate individuals to help us on our mission of freeing up our clients to focus on their passions. If you’re seeking a rewarding career in a thriving firm where your expertise and contributions truly make an impact, Archer Lewis is the place for you.

Archer Lewis is driven by the simple mission of helping local businesses and their owners spend less time on tax and accounting and more time on their passions. As one of the fastest-growing accounting firms in the country, we are delivering our exceptional client service to new clients every day. With a focus on integrity and humility, we’ve built a culture where our people are empowered to grow professionally and deliver value to clients across a variety of industries.

As we expand our national footprint, we’re dedicated to maintaining the highest standards of accounting while fostering an environment that supports teamwork, development, and career advancement.

Operations Associate – CPA Firm (Bellevue, WA)

Pay: $25–$30/hour DOE

Schedule: Full-time, onsite

Our Bellevue-based CPA firm is seeking a reliable, detail-oriented Operations Associate to support our Operations Manager and team. This role handles a variety of administrative and operational tasks that keep the firm running smoothly, especially during peak tax season.

• Supporting the Operations Manager and team
• Maintaining system data, including adding and editing client information
• Delivering electronic and paper tax returns
• Managing client signatures through our tax software and e-filing system
• E-filing tax returns and tracking statuses, including follow-up as needed
• Handling client communications, including year-end and group emails
• Phone answering, scheduling, and general front-office support
• Faxing, copying, scanning, and mailing documents as needed
• Assisting with special projects and additional tasks as requested

• Excellent interpersonal, verbal, and written communication skills
• Strong organization skills with the ability to prioritize, multitask, and meet deadlines
• Flexible, hard-working, and able to thrive in a smaller firm environment
• Confidence working directly with clients
• Willingness to work overtime during peak tax season (January–April)
• Professionalism and the ability to maintain confidentiality
• Minimum 2+ years of office administration or customer service experience in a fast-paced environment
• Proficiency in Microsoft Office (Word, Outlook, Excel)
• Basic office equipment knowledge and strong typing skills

• Experience with CCH Axcess or similar tax software
• Prior experience in a CPA firm
• Familiarity with implementing new technologies or process improvements

At Archer Lewis, we offer a comprehensive and competitive benefits package, including:

• Flexible Paid Time Off (FTO)
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 100% Employer-Paid Short-Term Disability Insurance
• 100% Employer-Paid Long-Term Disability Insurance
• Health and Wellness Resources
• Career Development and Continuing Education Opportunities
• Collaborative, Growth-Oriented Work Environment