Administrative Assistant

Description

Do you thrive in a fast-paced, detail-focused environment where reliability and initiative matter? Aldrich CPAs + Advisors is seeking a proactive and tech-comfortable Administrative Assistant to support our CPA admin team. This position is fully onsite and essential to keeping operations on track—especially during our busy season when scanning, document workflows, and administrative organization are top priorities. This role is vital as we implement a new firmwide management system and prepare for a high-volume season of client activity.

You'll be instrumental in helping the team stay organized and responsive while we adopt new digital workflows, including managing high-volume document scanning and upload process tied to our new Autoflow system. This is a great opportunity to join a collaborative and agile team that values accountability, respect, and personal growth. If you’re reliable, responsive, and ready to help your team succeed, we want to meet you. 

Why Aldrich

Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.

Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich here. 

Requirements

You’ll Get a Chance To

• Assemble and prepare tax returns, financial statements, and client correspondence
• Onboard clients into Aldrich systems and digital platforms
• Support the electronic filing process: transmit, log, and track returns
• Coordinate, manage, and file electronic paperwork and records
• Manage client document scanning and upload workflows using internal software systems, including quality control and timely digital filing
• Answer and direct phone calls, greet clients, and provide front-desk support as needed
• Adapt to new technologies and evolving responsibilities with initiative and flexibility
• Support document scanning workflows, including using internal platforms to verify and upload client documents accurately and efficiently during busy season
• Work from a shared team inbox and contribute to visibility tools (KPIs, workload tracking) that help the team spread work evenly and monitor productivity

What You Bring to the Team

• Bachelor’s degree from an accredited institution or equivalent combination of education and experience preferred
• At least one year of experience in a customer service or professional office environment preferred
• Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, and Teams
• Strong written and verbal communication skills, with excellent attention to detail and accuracy 
• Highly organized and dependable, with the ability to manage multiple priorities and adjust to shifting deadlines 
• Proactive, highly resourceful team player who can work independently and under pressure
• Extremely approachable with strong interpersonal skills; able to work effectively with professionals at all levels
• Sound judgment and the ability to handle confidential information with complete discretion
• Comfort working with new technology platforms and digital workflow systems
• Receptive to direction and able to clarify expectations, including when working with senior leaders 

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

Time Off

• 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank
• 10 Paid Holidays
• 16 Hours of Volunteer Time
• Paid Sabbaticals
• Paid Parental Leave

Health Insurance Benefits

• Medical, dental, vision
• Life and long-term disability insurance 
• Health savings - annual contribution of $1,500, flexible spending, and dependent care

Retirement Savings

• 401(k) plan with 1.5% match 
• 5% discretionary profit sharing

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $24.00-30.00 per hour.

For a full summary of our benefit offerings, check out Life at Aldrich here. 

What You Should Know

This is a full-time on-site position out of one of our San Diego offices based in Carlsbad or Mission Valley. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This position will require you to work on occasional Saturdays between February and April. 

To Apply

Submit your resume today!

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.