Job Description:

A small CPA office is seeking a professional and effective communicator to be their admin assistant. We are a local staffing firm helping a client fill the position. They are a very digitally savvy office and very fast paced. Below are a list of the responsibilities for the Administrative Assistant.

- Answering all incoming phone calls and taking detailed messages, first point of contact
- Gather, sort, and label data for tax returns and contact client to obtain missing data
- Scheduling and sending out invoices for consultations
- Will need to read notices from IRS and FTB to make sure if it needs the CPA's attention or if it can be handled (will be trained)
- Helping with letter requests from clients, navigating emails for the CPA and handling questions and researching before handing it to the CPA

Requirements:
* Experience in a CPA firm where 1099's and tax filing were done is a PLUS
* Ability to work in a fast-paced environment is a MUST
*Greet clients and visitors and direct them to the appropriate personnel
* Use office programs to organize and report data as needed (Excel, Word, Google Suite, Adobe) MUST BE PROFECIENT
* Answer and transfer phone calls
*Schedule appointments and maintain the office calendar
*Manage incoming and outgoing mail and deliveries
*Maintain a clean and organized reception area
*Provide administrative support to staff as needed
*Assist with filing, scanning, and data entry as needed
*Sort through various tax forms
*Request annual tax return forms from clients
*Prepare client return documents for tax return preparation
*Statement of Information Filing
*Power of Attorney
*Process payments to taxing agencies
*Maintaining annual reporting for assigned clients
* The selected candidate will train in the back of the office with other staff until they acclimate to the role. Eventually they will sit at the front desk as the main greeter/answering phones, but the role is a heavy admin position with additional reception duties.

Expected hours: 40 per week, on site (Work on Saturdays as needed through the end of tax season and again during extension time which is usually from August 1-October 15th)

Hours 9 am – 6 pm. M-F and some Saturday's during busy seasons. ONSITE and in Pasadena.

Rate: $23.00/hr. Full-time.

Please email your resumes if you feel like you are qualified and interested in long-term employment. If you are qualified you will receive a phone call to set up the next step.

Job Type: Full-time

Pay: $23.00 per hour

Expected hours: No less than 40 per week

Benefits:

• Health insurance
• Paid time off

Schedule:

• Monday to Friday
• Weekends as needed

Experience:

• Customer service: 1 year (Preferred)

Ability to Relocate:

• Pasadena, CA: Relocate before starting work (Required)

Work Location: In person