Office Assistant

What We’re Looking For

We are looking for someone who:

• Enjoys assisting people and anticipating their needs.
• Has a knack for coordinating tasks and dependability in completion.
• Can work at a fast pace while maintaining accuracy.
• Has natural leadership tendencies to facilitate communication.

• Use specialized software programs to facilitate a steady and accurate workflow.
• Collate tax returns and financial statements.
• Perform miscellaneous duties related to the tax return lifecycle (appointment preparation, pulling files, updates in tax software, etc.).
• Answer phones, direct calls, and take appropriate messages as needed.
• Prepare mailings.
• Communicate with clients, employees, and other individuals to answer questions, share, or explain information.
• Provide administrative assistance for firm functions, and to all departments and staff.
• Be an active participant in business development and cultivate relationships to strengthen both oneself and the firm.
• Perform other duties as assigned by Staff, Seniors, Supervisors, Managers, or Partners.

We are seeking a highly organized and detail‑oriented Client Delivery Assistant to support our Sauk Centre office. In this role, you will play a key part in ensuring smooth daily operations, particularly during our busiest period—tax season (December through April). Your responsibilities will include handling sensitive information, preparing and presenting tax returns to clients, and providing essential administrative support across all departments.

Additionally, you will assist with firm‑wide administrative tasks such as scheduling travel, coordinating conferences, and supporting local events. The ideal candidate is professional, resourceful, and efficient, with strong organizational skills.

• A high‑school diploma or equivalent is required; an associate’s or bachelor’s degree is preferred.
• 1–2 years of experience preferred in an office setting.
• Quickly adapts to and navigates between various software applications.
• Ability to communicate effectively and professionally with clients and other staff.
• Strong problem‑solving and analytical skills, critical thinking, and attention to detail.
• Can work independently, but also works effectively with a team.
• Knowledge of Microsoft Office, including Outlook, Excel, and Word.

• Location – on‑site in Sauk Centre, MN.
• Hours are normally Monday–Friday, 8:00 a.m. – 5:00 p.m. CST.

• Personal Time Off
• Holidays
• Flexible Schedule to help with Work/Life Balance
• Health care coverage
• Dental
• Aflac
• Life, Disability, and AD&D Insurance
• 401(k) savings plan
• Continuing education support, including the cost of training and annual licensing
• CPA exam support
• Employee and Business Development referral programs

We are an equal‑opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.