Administrative Assistant

ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.

OVERVIEW

We are seeking a reliable and detail-oriented Administrative Assistant to support our Rancho Bernardo office. Working under the guidance of Managers and/or Partners, this role will provide administrative support to both clients and internal staff. The ideal candidate is organized, professional, and comfortable in a fast-paced environment. This is a great opportunity to join a collaborative team with opportunities for growth across a multi-state firm.

MAJOR RESPONSIBILITIES

Utilize Microsoft Office tools, including Word and Excel, regularly

Operate firmwide software systems and manage multi-line phone systems

Greet and interact with clients professionally

Manage appointment scheduling and calendar coordination

Prepare and send outgoing mail; make occasional post office trips

Oversee general office upkeep, maintain inventory, and order supplies

Generate and distribute weekly reports

Assign incoming projects and assist in tracking progress

Scan, file, and assemble tax returns and client reports

Maintain paper and electronic filing systems; track E-file authorization forms

Collect and process client payments

Perform other duties as assigned to support firm operations KNOWLEDGE, SKILLS, AND ABILITIES

Strong knowledge of computer software and programs;

Friendly and social demeanor with excellent interpersonal skills;

Ability to multitask and remain organized in a fast-paced environment;

Strong problem-solving skills and a proactive mindset;

Excellent written and verbal communication;

Professionalism and attention to detail;

Willingness to learn new tools and systems;

Flexible, team-oriented attitude;

Ability to manage shifting priorities and meet deadlines;

Alignment with the company's Mission, Vision, and Values;

Willingness to work additional hours during peak tax season: EDUCATION AND EXPERIENCE

High School Diploma or GED required;

At least 5 years of experience in a similar administrative role is preferred.

Previous experience at a CPA firm is a plus, but not required. COMPENSATION & BENEFITS:

$33 to $40 per hour. Compensation is based on several factors, including the scope and responsibilities of the role, the candidate's experience and education, geographic location, and current market trends.

Medical, Dental, and Vision

GAP Benefits

Supplemental Benefits

Life and AD&D Insurance

Short- & Long-Term Disability Plans

401 (k) with Company Matching

Bonus Structure

Flexible PTO with sick time

Incentive Program

Development Program

Company Wellness Program

APPLICATION DEADLINE

We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

WORKING CONDITIONS

Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc.Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.

EQUAL OPPORTUNITY STATEMENT

ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race,racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

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