Office Administrator
Job
Robert Half
Phoenix, AZ (In Person)
Full-Time
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Job Description
Description We are looking for an organized and client-focused Office Administrator to join a well-established public accounting firm. This position supports daily office operations while assisting with bookkeeping, tax document coordination, and client communication in a fully onsite environment. The ideal candidate is detail-oriented, comfortable managing multiple priorities, and interested in growing within a services setting. This role offers the opportunity to contribute to a busy, reputable firm that values responsiveness, accuracy, and a balanced team culture.
Responsibilities:
- Coordinate client intake activities, including collecting required forms, following up on missing signatures, and helping keep tax return workflows on schedule.
- Enter basic tax-related information and supporting documents into internal systems with a strong focus on accuracy and completeness.
- Maintain client bookkeeping records by updating account activity, assisting with light accounts payable and accounts receivable tasks, and keeping financial data current.
- Process banking activity in QuickBooks Online by posting transactions, clearing statements, and completing account reconciliations.
- Scan, organize, and upload tax and financial documents into the firm's document management platforms for easy access and secure recordkeeping.
- Support front office operations by answering phones, greeting visitors, coordinating meetings, and assisting with day-to-day administrative needs.
- Manage digital documentation through tools such as Dropbox, DocuSign, and TaxDome to streamline communication and file control.
- Assist the team with office coordination tasks in a paperless environment, ensuring records are organized and client materials are handled efficiently. Requirements
- Experience in office administration, bookkeeping, or client support within a services, accounting, or financial environment.
- Working knowledge of QuickBooks, including transaction entry and bank reconciliation activities.
- Familiarity with accounts payable, accounts receivable, and general bookkeeping support functions.
- Ability to manage document-heavy processes with strong attention to detail and organizational skills.
- Comfortable using Microsoft Office applications, especially Outlook and other core administrative tools.
- Strong communication skills with the ability to interact effectively with clients in person, by phone, and online.
- Availability to work fully onsite in Phoenix, Arizona with flexibility around scheduled hours.
- Exposure to tax preparation software such as Lacerte is helpful but not required.
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