Job Description

Job Description:

Responsible for providing administrative support for CPA firm, including client interactions (phone, email, and in person), management of client records, client deliverables, and other various administrative functions within the office.

Looking for a self-starting, organized individual with excellent telephone, customer service, communication, and computer skills. The ability to multitask and pay attention to detail is important. Knowledge of tax software and/or QuickBooks is a plus.

Key Responsibilities:

• Schedule appointments and maintain calendars for the CPA team (software: Outlook, Zoom, and Teams)
• Oversee tax return processing within our workflow management and status tracking system (Canopy)
• Prepare and organize documents for client meetings and tax filings
• Assist with data entry and maintain accurate client records in our accounting software (GoSystem and QuickBooks)
• Handle incoming and outgoing correspondence, including emails and mail
• Support the team with administrative tasks, such as filing, copying, and scanning documents

Qualifications:

• High school diploma or equivalent; associate degree preferred
• 2-3 years of experience in an administrative or office management position, preferably in an accounting, law, or medical setting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is required, and familiarity with accounting software is preferred
• Strong organizational skills and attention to detail
• Excellent communication skills, both verbal and written
• Ability to prioritize tasks and work effectively in a fast-paced environment
• Must be able to conduct client interactions in a professional manner

Benefits:

• Competitive salary (between $25 and $35 per hour based on experience) and benefits package
• Health Insurance
• Opportunities for professional development and growth
• Supportive and collaborative work environment
• Flexible schedule
• 6% 401(k) matching with immediate vesting
• Free parking on premises
• Paid Time Off accrued at a rate of 1 hour of PTO for every 25 hours worked, equivalent to 10 days per year with full-time employment
• 6 Floating Holidays to be used at the employee’s discretion
• Eligible for annual discretionary raise and/or bonus (not guaranteed)

Schedule:

• Monday to Friday, 9am to 5pm

Work Location:  In person (Seal Beach, California)

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