Origin CPA Group manages complex financial scenarios for individuals and their families, providing tax expertise and personal management support that make our client's time and money truly theirs to spend.

Our business may be about numbers but our focus is always on the people behind the numbers. When you build your career with us, we'll challenge you to build on our reputation for excellence. We'll also reward you with benefits and opportunities that are among the very best.

Our work environment includes:

• Onsite lunches
• Work-from-home days
• Wellness programs
• Regular social events
• Casual work attire
• Company perks

We are looking for an experienced personal assistant to join our growing Atlas, family office team. The ideal candidate will have the ability to maintain strict confidentiality and discretion, have a very high attention to detail, and excellent client facing/communication skills.

We're looking for a reliable, hardworking professional who can hit the ground running as an immediate team player and personal assistant for multiple high net worth clients.

Critical Soft Skills:

• Outstanding interpersonal communication skills, both written and in person
• Establish strong relationships with team members to deliver the WOW! experience for our clients and achieve firm goals
• Successful management of multiple client projects simultaneously - be the hub of the action
• Problem Solver - figure out the solution and get it done
• Effective communicator
• Accountable - takes ownership and does whatever it takes
• Always bettering, a desire to achieve
• Ethical, helpful and empathetic
• Intelligent, responsible, professional and reliable, attention to detail
• Proficient with MS Office Suite, Quickbooks experience a plus
• Make yourself the go-to professional for our team and clients
• A team player who will make a positive impact in our team

We support diversity and inclusion as a way of life and expect our team members to be humble, caring, smart, honest, respectful, ethical, accepting, thoughtful, reasonable and hardworking. Together, as one team we commit to exhibiting this values daily.

We ask our team to come onsite at minimum, two days per week, more if you prefer following a 90 day probationary period. Must have a valid drivers license as client travel is part of this position. Compensation determined by experience, education and core abilities.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Customer service: 3 years (Preferred)

Work Location: Hybrid remote in Louisville, CO 80027