Office Associate

Office Associate

As an Office Associate, you will play a vital role in supporting the office's daily operations. Your responsibilities will include processing tax returns, maintaining client communication, and providing administrative assistance to staff. Success in this position requires attention to detail, adaptability, and strong teamwork skills in a fast-paced environment.

• Manage client records using PracticeCS database software
• Prepare, send, and organize client documents via mail, email, or fax
• Monitor electronic inboxes for incoming files and requests
• Answer and direct client calls professionally
• Process client payments in person and over the phone
• Ensure tax returns are correctly printed, assembled, and delivered with instructions
• Maintain office appearance and inventory, ordering supplies as needed
• Provide additional administrative support as assigned

• Understanding of basic tax & accounting terminology
• Proficiency in Microsoft Office (Word, Excel, Outlook) and office management software
• Strong clerical, organizational, and communication skills
• Ability to prioritize tasks and meet deadlines efficiently
• Professional demeanor and ability to work under pressure

• High school diploma or GED;
  Associate's degree preferred
• Minimum one year of related experience (administrative, accounting, or document processing)
• Availability to work Monday – Friday, 8 AM – 5 PM
• Must obtain notary certification in Wyoming within six months of employment
• Ability to type 55 words per minute and lift up to 40 pounds as needed
• Some evenings and weekends required during tax season (February – April)

• $18.00/hour + overtime opportunities during tax season
• Medical, dental, and vision coverage within 30 days
• Simple IRA with employer match
• Paid time off, holidays, and annual bonuses