Administrative Assistant for Tax Firm

Why Choose Maven Oak CPA Firm:

Working as an administrator in a CPA firm can be an exciting and rewarding career path. At Maven Oak CPAs, we value our employees' professional development and offer a supportive and collaborative work environment. We believe in fostering growth, and our team is dedicated to helping you succeed in your career. We are an equal opportunity employer and embrace diversity and inclusion.

If you're a driver with a passion for delivering exceptional service and a desire to grow within a dynamic firm, we encourage you to apply. Join our team and be a part of a company that values your skills and dedication.

Key traits we are looking for:

• Attention to detail and organizational ability
• Polite communication with clients and team members
• Effective and efficient time management
• Clear and confident speaking voice, especially over the phone
• Ability to manage and prioritize multiple projects and tasks
• Comfortable learning new technology
• Ability to work independently and as part of a team
• Desire to try to figure things out on your own once you are familiar with available resources
• A passion for the tax planning industry and the busyness of tax seasons

Work responsibilities will include the following:

Your primary responsibilities involve managing office operations, assisting with client communications, organizing financial documents, and supporting the firm's accounting professionals. Here's a general overview of what the job entails:

• Production Processing: Maintain a well-organized and efficient office environment for tax return assembly. This includes data entry, processing tax returns for various entity types, Forms 1099, property tax, extension filings and other miscellaneous filings.
• Client Support: Assist clients with inquiries, scheduling and confirming appointments, sending introductory and welcome packets, and providing general support. This may involve preparing engagement letters and proposals.
• Client Documents: Acquire necessary documentation and follow up with clients to gather outstanding items.
• Document Management: Maintain and organize financial documents, client files, and other important records. Ensure all files are accurately labeled, stored securely, and easily accessible when needed.
• Assistance to CPAs: Provide administrative support to certified public accountants (CPAs) and other professionals within the firm. This may involve preparing reports, proofreading documents, and assisting with research projects.
• Software Proficiency: Utilize accounting software and office productivity tools effectively. Familiarity with programs such as QuickBooks, Microsoft Office Suite, and specialized CPA software including CCH Products.
• Compliance and Regulation: Stay up-to-date with regulatory requirements and assist in ensuring that the firm complies with all relevant laws and regulations.

Preferred Qualifications:

• Bachelor’s degree in administration, business, finance, or a related field
• Minimum of two years of experience working in a tax firm
• Knowledge of tax planning software, including CCH Products, TaxCaddy, ShareFile, SurePrep, and QuickBooks.

This is an in-office position in Lafayette, CA

What We Offer:

• Competitive salary, $50,000 to $75,000, based on experience
• Performance-based bonuses
• 401(k) with match
• Health, dental insurance stipend
• Professional development incentive
• Paid holidays and PTO
• A collaborative and supportive team environment and culture
• Path for career growth

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Experience:

• Customer service: 2 years (Required)
• Tax: 2 years (Required)

Work Location: In person

Salary : $50,000 - $75,000