About AGT CPAs and Advisors

Founded in 1980, AGT is a certified public accounting and management consulting firm with over 40 CPA and non-CPA professionals, and offices in Mount Shasta and Redding. In addition to accounting and tax services, our firm offers wealth management, business advisory, estate planning, audit and assurance services.

At AGT, we are a team of professionals who take pride in providing valuable tax and accounting services to a diversified client base in Northern CA and surrounding areas. We offer a competitive benefits package, development opportunities, and more!

Duties and Responsibilities

Perform a variety of office responsibilities in coordination with other administrative staff. Primary duties will depend on experience and skill level. Such duties may include:

• Client service
• Answer phones, greet clients
• Schedule client appointments
• Direct clients to appropriate personnel
• Assist with general client service
• Other general office duties
• Manage incoming and outgoing mail
• Calendar management for staff (Outlook)
• Electronic and physical file maintenance
• Maintain paper & toner supply in copier/fax machine
• Office event coordination and planning
• IT assistance/liaison
• Maintaining and ordering office supplies
• Vendor management (cleaning service, alarm service, etc)
• Client Resource Management
• Billing - prepare invoices, receive payments, post payments to client accounts, adjust for client credits
• Set up new clients, modify client information
• Monitor client project tracking data
• Assemble tax returns and financial statements, including:
• Gathering signature authorization from clients, including DocuSign
• E-filing clients tax returns
• Handling rejected returns, by determining the issue and problem solving to correct
• Paper filing when necessary
• Typing, printing, and binding work products and work proposals
• Assisting with monitoring of education requirements for licensed staff
• Provide assistance as needed to professional staff and partners
• Maintain client confidentiality and professionalism

Minimum Qualifications

• Strong computer skills, Microsoft Office
• Must be detail oriented and very organized
• Possess great people/communication skills
• Prior experience in a professional office setting a plus
• Ability to multi-task in a fast paced environment

Job Type: Full-time

Pay: $20.00 - $35.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• Redding, CA 96001: Relocate before starting work (Required)

Work Location: In person