What are the responsibilities and job description for the Administrative Tax Assistant position at Louis Tommasino CPA & Associates?
Company Description
Serving the San Diego and Arizona communities since 1996, Louis Tommasino CPA and Associates is a full-service accounting firm committed to helping our clients define and achieve success while reducing the financial stress in their lives. We feature a unique and proprietary ERAP process to help our clients manage enterprise risk. Our firm focuses on the healthcare, restaurant, manufacturing, entertainment, and real estate industries. Our employee mission is to create a relaxed, learning, and professional environment for our employees to thrive.
Role Description
Louis Tommasino CPA and Associates is looking for an Administrative Tax Assistant who wants to be part of a highly collaborative, creative, fun and fast-paced environment next to La Jolla in the UTC area. Salary range is $40,000 to $45,000 to start based upon experience. We are looking for a talented and motivated individual that is organized and has great communication skills.
Job Description: Para-Professional
- Assists with the organization of all tax, corporate, and accounting documents into files per the company policy and stores them on the server and in the tax DMS software.
- Assists the tax preparers with assembly of tax returns, files and scanning all of all source documents into the DMS system.
- Organizes and prepares documents for the in-take of new clients, both tax and businesses into firm’s files.
- Other duties as assigned by the president and professional team at the firm.
- Set up new account in Lacerte Tax Software, create new tax and permanent files.
- Maintain all physical tax files.
- Responsible for all documents filing in tax files.
- Archive/scan to DMS any tax files older than 3 years.
- Miscellaneous duties as assigned.
What’s in it for you?
- Benefits include fully covered dental and vision insurance, plus $800 per month toward employee health insurance premiums.
- Retirement plan.
- Productivity and bonuses based upon efficiencies and cost cutting.
- Opportunity to grow with a unique and dynamic company.
If you are a proactive person with a strong customer service focus, take pride and ownership in your contribution, have excellent attention to detail, work effectively in a team atmosphere and want to be part of a stable and growing organization, please submit resume to Moana Bishop, Office Manager: moana@tommasino-cpa.com
Louis Tommasino CPA and Associates
6265 Greenwich Drive, Suite 210 San Diego, CA. 92122
(858-623-0336 ex 100)
www.tommasino-cpa.com
Salary : $40,000 - $45,000