Tax Support and Admin Assistant - Part Time

Job Overview

A Part - Time CPA firm’s Tax Support and Administrative Assistant provides essential support to the firm, handling administrative tasks, document processing, and client communication. They ensure the smooth workflow of tax and accounting related activities, including tax preparation support, managing files, and assisting with client interactions.

Here’s a more detailed breakdown:

Key Responsibilities:

• Document Management: Organizing, scanning, and filing tax-related paperwork, including client documents, engagement letters, and completed tax returns.
• Tax Return Preparation: Assisting staff with the processing of tax returns, potentially involving printing, binding, and electronic filing.
• Client Communication: Interacting with clients to gather information, provide updates on return status, and respond to inquiries.
• E-Filing: E-filing tax returns and extensions using specialized software, monitoring progress, and resolving any rejections or issues.
• Data Entry and Record Keeping: Maintaining accurate client records, including contact information, tax data, and communication logs.
• Administrative Support: Performing general administrative duties such as answering phones, scheduling appointments, managing correspondence.
• Special Projects: Assisting with special projects related to tax season, such as creating organizers, tracking deadlines, and preparing reports.

Skills and Qualifications:

• Attention to Detail: Accuracy is crucial for handling financial documents and ensuring compliance.
• Organization and Time Management: Managing multiple tasks and deadlines effectively is essential.
• Communication Skills: Clear and professional communication with clients and colleagues is important.
• Computer Proficiency: Familiarity with document management systems, and Microsoft Office Suite (Word, Excel, Outlook) is required. Strong Computer skills required.
• Confidentiality: Maintaining the privacy and security of client information is paramount.
• Prior Experience: Experience in an administrative or accounting role, particularly within a CPA firm, is a plus.

Join our team as a part-time team member, where you can leverage your expertise to make a meaningful impact on our clients’ financial success while growing your career in a dynamic environment.

Pay: $30.00 - $45.00 per hour

Benefits:

• Health insurance
• Paid time off

Education:

• High school or equivalent (Required)

Experience:

• administration: 3 years (Required)

Ability to Commute:

• San Rafael, CA 94901 (Required)

Ability to Relocate:

• San Rafael, CA 94901: Relocate before starting work (Required)

Work Location: In person