Tax Administrative Assistant
A Silicon Valley-based public accounting firm seeking a dependable and experienced administrative assistant to fill a full-time staff position in our expanding practice. Candidates must be computer literate and highly organized with excellent written and oral communication skills. Successful candidates will have a positive attitude, the ability to adapt, and previous experience at an accounting or CPA firm.
This position is full-time with some overtime expected during tax season.
Essential Duties & Responsibilities:

• Provide high-level support to staff personnel and partners
• Prepare written client correspondence as requested
• Assemble and review final tax returns and financial statement packages before delivery to client
• In-take tax documents and complete new client setups per firm protocol
• Organize, scan, and file client documents per firm protocol
• Bulk mail yearly organizers
• Handle checks and credit card payments over the phone
• Receptionist duties – answer/transfer calls on a multi-line phone system, greet and assist visitors politely and professionally, schedule client appointments as necessary
• Maintain professional appearance of office common areas.
• Order office supplies as needed
• Additional duties as assigned

Knowledge, Skills, and Other Abilities:

• Strong attention to detail
• Professional demeanor
• Excellent time management skills
• Sense of urgency and completion of core duties and tasks assigned
• Ability to work independently with a high degree of initiative, discretion, and confidentiality
• Effective communication both written and verbal

Qualifications/Experience

• High school diploma or equivalent required
• Minimum 5-7 years of administrative experience at an accounting or CPA firm
• Proficiency in Microsoft Office, Word, Excel, Outlook and Adobe PDF
• Knowledge of QuickBooks Accounting Software is a plus
• Knowledge of the Lacerte Tax program is a plus