We are seeking an Office Administrative Supervisor to manage and oversee the administrative team supporting the Tax Department at a well established and rapidly growing CPA financial services firm located in downtown Walnut Creek.

This position will offer a HYBRID work schedule and full time, direct hire benefits. Our firm offers a dynamic culture and has even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years, including as recently as 2020, 2021 and 2022! We were also ranked 9th in the entire Nation by Accounting Today’s “Best Firm for Women to Work For” in 2022!

Office Administrative Supervisor (Tax Department) Position Responsibilities:

• Supervise and lead the tax administrative team, providing guidance, support, and ongoing training to ensure high performance.
• Oversee tax administrative responsibilities with respect to preparation, delivery, and tracking of engagement letters; managing incoming client tax documents; preparation of quarterly estimates and extension packages; assembly and delivery of tax returns; and ensuring all applicable tax returns and extensions are properly e-filed.
• Communicate with professionals in various departments to ensure proper prioritization and seamless coordination of tasks and timely completion of projects.
• Foster a collaborative and positive work environment that encourages teamwork and professional development.
• Train newly-hired tax administrative professionals on applicable tax software, procedures, and best practices.
• Review work of tax administrative staff for accuracy and completeness, including updates to due date tracker, tax assemblies, word processing, engagement letters, and email correspondences to clients.
• Serve as a point of contact for clients, professional staff, and tax administrative staff regarding administrative inquiries.
• Identify areas for process improvement within the tax administration function and implement effective solutions.
• Identify quality control risks and work with partner in charge of tax department to implement and enforce measures to uphold the firm's standards for excellence.
• Schedule annual tax assembly kick-off and tax administrative process improvement meetings.
• Attend weekly scheduling meetings and communicate applicable updates to administrative staff.
• Work with partner in charge of tax department to maintain and update all tax administrative documents (i.e. assembly instructions, administrative procedures, organizer letters, and templates) and communicate it out to administrative staff.

Office Administrative Supervisor (Tax Department) Qualifications:

• Bachelor's degree preferred
• Minimum 5 years of administrative experience, 2 years experience supervising staff
• Excellent organizational and time-management skills
• Exceptional attention to detail and accuracy.
• Effective communication and interpersonal skills
• Works well under pressure and with a team; able to meet deadlines
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with tax-related software a plus but will train
• Leadership qualities with a commitment to fostering a positive work culture
• Availability to work in the Walnut Creek office

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Join our team as an Office Administrative Supervisor (Tax Department) and contribute to the efficient operation of our office. We offer competitive compensation, a supportive work environment, and opportunities for professional growth. Apply today!

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Work Location: Hybrid remote in Walnut Creek, CA