Seasonal Administrative Assistant

Seasonal Administrative Assistant – Tax Season

Employment Type:

Temporary / Seasonal

• Part-time: January
• Full-time: February–April
• Overtime may be available

Pay:

$20.00–$24.00 per hour (negotiable based on experience and skill set)

Work Location:

La Mesa, California (in person)

Dates: January 12, 2026 – April 15, 2026

Interviews: January 5-7, 2026

About Us

Summit Financial Group is seeking highly detail-oriented, dependable Administrative Assistants to support our fast-paced tax office during the 2026 tax season. This role is ideal for individuals who thrive in high-volume environments, enjoy working as part of a team, and take pride in accuracy, organization, and exceptional client service.

Position Purpose

Administrative Assistants provide front-office and administrative support during our busiest season. This is a high-volume, deadline-driven position that requires strong multitasking skills, consistent accuracy, initiative, and excellent written, telephone, and interpersonal communication skills.

Essential Functions & Responsibilities

Duties include, but are not limited to:

• Serve as a primary point of contact for clients via phone, email, fax, and in person
• Greet clients upon arrival and provide a professional, welcoming experience
• Handle incoming inquiries and accurately document and relay messages
• Accept and record payments (credit card, check, and cash)
• Perform extensive data entry, file tracking, and CRM documentation
• Maintain and update multiple databases and client records
• Send forms for e-signature via Lacerte and Docusign
• Send invoices and process payments through QuickBooks Online
• Schedule and manage in-office and virtual appointments (Microsoft Teams)
• Organize and properly route client files and documents
• Collect, distribute, and track incoming mail and packages
• Assist with general office upkeep, including reception, conference rooms, coffee, and kitchen areas

Ideal Candidate

The ideal candidate is someone who:

• Thrives in a fast-paced, deadline-driven environment
• Is highly detail-oriented and takes pride in accuracy
• Can juggle multiple tasks while staying organized and calm under pressure
• Has strong customer service instincts and communicates professionally with clients
• Learns new systems and processes quickly
• Is dependable, punctual, and a strong team player
• Understands the importance of confidentiality and professionalism in a tax office

Required Qualifications

• Ability to efficiently and accurately perform all essential duties
• Advanced computer proficiency, including Microsoft Word and Outlook
• Prior office, reception, or phone-based customer service experience
• Previous CRM software experience
• Strong data entry and appointment scheduling experience
• Experience using Microsoft Teams
• Excellent verbal and written communication skills
• Strong problem-solving abilities
• Professional appearance and attire at all times
• High School diploma or GED

Preferred Qualifications

• Familiarity with Salesforce
• Familiarity with SmartVault
• Familiarity with QuickBooks Online
• Familiarity with Lacerte
• Familiarity with Docusign
• Familiarity with Microsoft Teams
• Experience working with tax preparation or financial services professionals

How to Apply

Please submit the following for consideration:

• Resume
• Typing speed (WPM)
• Salary requirements

Job Types: Full-time, Part-time, Temporary

Pay: $ $24.00 per hour

Benefits:

• Flexible schedule

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 2 years (Required)
• CRM software: 2 years (Required)
• Customer service: 2 years (Required)
• Call center: 2 years (Required)

Language:

• English (Required)

Ability to Commute:

• La Mesa, CA Required)

Work Location: In person

Salary : $20 - $24