Administrative Assistant

Santa Rosa, CA 95403

Post Date: 07/02/2018 Job ID: 43125 Profession: Administrative
We are seeking a full-time, experienced administrative assistant for our CPA Firm. This position requires close coordination with administration, professional staff and firm partners; this position is essential to the effective function of our firm as a client service organization.

Responsibilities include:

  • Maintenance of client files, deadline tracking program, and document management program.
  • Processing and assembly of complex multi-state tax returns, including knowledge of state filing and extension requirements.
  • Supervision of the firm s e-filing system, including processing and mailing of return attachments to IRS or electronic attachment of pdf files to the e-filed return.
  • Typing transmittal letters, invoices, general correspondence, etc. using Microsoft Word.
  • Typing and processing of reviewed or compiled financial statements on a limited basis.
  • Back up other administrative positions as required, including answering phones, greeting clients, billing, errands, etc.
  • Various administrative duties to assist in the efficient day to day functions of the office.

Position Requirements:

  • An intelligent, stress-tolerant and experienced individual who can handle a multitude of tasks simultaneously in an extremely busy work setting.
  • Comprehensive knowledge of QuickBooks, Microsoft Word, Outlook and Excel.
  • You will efile or assemble many tax returns during the year. Overtime is expected certain times of the year; and good attendance is required.
  • Given the tax deadlines, consideration of firm needs is essential when scheduling vacation or personal time.
  • Professional in manner and appearance.

Experience:

  • Five years minimum administrative experience in a professional services environment; two years minimum if experience is with a CPA firm.
  • Excellent attention to detail is essential.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal skills with the ability to respond tactfully to client and staff situations.
  • Ability to respond tactfully and professionally in demanding situations.
  • Solid and mature reasoning skills.

Benefits:

This position offers health, dental, vision and retirement benefits. Personal time off and paid holidays.

Located in Santa Rosa with an office within walking distance to SMART and 2-minute drive to 101


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