What are the responsibilities and job description for the Client Outreach Professional / Executive Assistant position at Centenal Tax Group?
Centenal Tax Group – Folsom, CA
At Centenal Tax Group, we exist because we help people and solve complex problems. Centenal is a rapidly expanding professional services firm with over 150 collective years of expertise in tax preparation and planning, bookkeeping and accounting, taxing authority audit defense, assurance, and advisory services. We have locations across California—including Orange County, with our corporate office in Folsom.
Centenal offers exceptional benefits and fosters a culture where we put clients first, maintain a positive outlook, and work collaboratively as a team. If you share these values and want to make a meaningful impact with a fast-growing organization, we have an exciting opportunity in our Folsom office.
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Position Summary
We are seeking a highly professional Client Outreach Professional / Executive Assistant to support our Office Manager, Director of Operations, and leadership team. This role blends traditional administrative support with executive assistant duties, front desk coverage, client interaction, business development support, and marketing/event coordination.
The ideal candidate is adaptable, organized, confident communicating with clients, and eager to contribute to a growing, entrepreneurial environment. While the role is primarily Monday–Friday during business hours, occasional evenings may be required for networking events and marketing initiatives throughout the Greater Northern California region.
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Key Objectives
We are seeking a highly professional Client Outreach Professional / Executive Assistant to support our Office Manager, Director of Operations, and leadership team. This role blends traditional administrative support with executive assistant duties, front desk coverage, client interaction, business development support, and marketing/event coordination.
The ideal candidate is adaptable, organized, confident communicating with clients, and eager to contribute to a growing, entrepreneurial environment. While the role is primarily Monday–Friday during business hours, occasional evenings may be required for networking events and marketing initiatives throughout the Greater Northern California region.
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Key Objectives
- Maintain a polished, pleasant, and professional work environment that supports high levels of organizational effectiveness and communication.
- Provide exceptional client service by anticipating needs and ensuring all interactions reflect Centenal’s values and commitment to quality.
- Protect the confidentiality of client information by following all procedures for secure handling and storage.
- Serve as a reliable administrative partner to firm leadership and a positive representative of Centenal in all external engagements.
Responsibilities & Essential Functions
Front Desk & Client Interaction
Front Desk & Client Interaction
- Cover the front desk and serve as the first point of contact for clients, visitors, and callers.
- Answer, screen, and route calls professionally and efficiently.
- Greet clients and coordinate meeting room availability.
- Maintain a clean, organized, and welcoming office environment.
- Assist the Office Manager and Director of Operations with daily functions.
- Scan, upload, and organize client documents (current and prior-year tax information) into electronic systems.
- Maintain tax processes, workflows, and procedural documentation.
- Process, assemble, and package client tax returns and financial statements.
- Prepare letters, correspondence, and outgoing mail; manage incoming mail.
- Handle general office support tasks such as filing, document prep, supply management, and organization.
- Manage calendars, scheduling, and internal coordination for leadership.
- Support special projects and administrative initiatives led by the Director of Operations.
- Assist with internal reporting, research, preparation of presentations, and project tracking.
- Support business development initiatives by helping coordinate outreach, follow-ups, and CRM updates.
- Assist with marketing tasks, branding initiatives, and go-to-market activities.
- Attend professional, networking, or marketing events on behalf of the company.
- Coordinate logistics for firm events, sponsorships, and relationship-building activities.
Required Qualifications
- Strong organizational skills with exceptional attention to detail and accuracy.
- Ability to manage multiple priorities and time-sensitive tasks in a fast-paced environment.
- Superior written and verbal communication skills; professional and positive interpersonal presence.
- Strong problem-solving abilities with a resourceful, proactive, and self-starter mindset.
- High level of integrity, discretion, and adherence to confidentiality protocols.
- Ability to work independently while also collaborating effectively with team members.
- Professionalism, reliability, and the ability to represent Centenal with maturity and diplomacy.
Technical Skills
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Familiarity with Adobe tools.
- Experience with CCH Axcess Suite is a plus, but not required.
- Comfort learning new software systems and workflows quickly.
Education & Experience
- 1–3 years of professional office administration, front desk, or executive assistant experience preferred.
- Experience in a tax, accounting, legal, financial services, or professional office environment is helpful but not required.
- Bachelor’s or higher level of education preferred
Physical Requirements
These physical demands are representative and may be supplemented as needed. Reasonable accommodation may be made.
These physical demands are representative and may be supplemented as needed. Reasonable accommodation may be made.
- Ability to work at a computer for extended periods using a keyboard, mouse, and office equipment.
- Close vision required for reviewing documents and digital files.
- Ability to communicate clearly through speaking and listening.
Why Join Centenal?
- Opportunity to grow with a rapidly expanding, entrepreneurial professional services firm.
- Direct involvement in operations, business development, and marketing.
- A supportive leadership team invested in your development and long-term success.
- A chance to make meaningful contributions to company culture and client service.
Starting Salary: $25-$40/Hour Depending on relevant experience
Salary : $25 - $40