Production Specialist Administrative Assistant

Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT Services, and Client Recruiting across all industries to help clients meet their strategic goals and business needs.

We are proud to have been named by both Oregon Business Magazine & the Oregonian as a top workplace for multiple years, including being voted the #1 medium-sized company by the Oregonian (100-500 employees). We have been named the #6 Most Admired Company in Oregon and one of the Healthiest Employers in Oregon by the Portland Business Journal.

Our proactive approach, client-centric mindset, and team spirit proves our commitment to investing in the success of others – our clients, our employees, and our community.

Delap Core Values:

· Engagement – Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.

· Teamwork – Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.

· Adaptability – Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Process client deliverables, including tax returns, extensions, and notice responses in an accurate and timely manner following quality control standards.

· Proofread and format client deliverables (e.g., financial statements, annual reports, proposals, presentations, etc.) in an accurate and timely manner.

· Communicate project deadlines, status updates and workflow questions.

· Proactively plan work to meet client deliverable deadlines.

· Assist in the delivery of tax organizers, including scanning and verification of client data, including Forms 8879s.

· Assist in the preparation and processing of client engagement letters.

· Assist with office environment, including, maintaining a neat and orderly appearance, greeting clients, supply ordering and stocking.

· Coordinates/assists with all internal firm meals and events.

· Scheduling, managing, and meeting preparation as needed.

· Coordinate business lunches, travel planning and arrangements, tenant work orders, and delivery/courier services as assigned.

· Communicate project deadlines, status updates and workflow questions.

· Assist in the preparation of client engagement letters.

· Support Firm professionals and Operations Teams.

· Assist in the coordination of CPE presentations, validation, certification, and recordation, including the renewal of individual licensees.

· Firm registration renewals for OSCPA and AICPA licenses.

· Assist with expense reports for the Partners.

· Acts as backup to the reception area to ensure effective telephone and mail communications both internally and externally to maintain professional image.

· Other special projects as assigned.

Physical Demands & Office Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to talk and hear.
• The employee is frequently required to stand; walk; use hands/or fingers to handle/feel; and reach with hands and arms.
• This position requires the ability to occasionally lift office products and supplies, up to 40 pounds.
• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, scanners, phones, photocopiers, filing cabinets, and fax machines.

Position Type/Hours of Work:

This is a full-time position, and hours of work and days are Monday through Friday, 8:00am to 5:00pm.

Requirements and Qualifications:

· High School Diploma/GED required; Bachelor’s Degree preferred.

· Minimum of 1 year of related experience required; experience in a professional services environment preferred.

· Attention to detail and ability to comply with checklists and reference tools.

· Client service oriented (both internal and external).

· Ability to manage multiple priorities and meet deadlines.

· Ability to interact and communicate with individuals at all levels.

· Demonstrates ability to problem solve.

· Advances working knowledge of Microsoft Office Suite.

· Adept at learning new technology.

· Able to handle confidential material in a reliable manner.

· Will require some overtime hours.

Benefits & Compensation:

· The firm offers a competitive compensation & benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan. The target compensation for this role includes an hourly range of $24 to $30 that is dependent on experience (DOE).

· Collaborative work environment in a virtual environment. Flexible schedule.

· Positive emphasis on health & wellness. Frequent Wellness Challenges and a premium subscription to the Calm App.

· Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap.

EEO Statement:

Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.