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.

• 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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Phoenix, AZ
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
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.
2026-05-05T00:00:00Z

Office Administrator Job in Phoenix, AZ | Robert Half