Administrative Assistant for CPA Firm

Galligan, Thompson & Flocas, Llp - San Mateo, CA

Full-time - Entry Level

San Mateo, CA

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant at Galligan, Thompson & Flocas, LLP is a vital role that supports management and enhances the overall office environment. This position requires a master multi-tasker with excellent communication skills who can handle various office tasks while providing professional assistance to clients and colleagues. The ideal candidate will be proactive, detail-oriented, and dedicated to creating a positive experience for all visitors and staff.

Responsibilities

• Handling office tasks, such as filing, scanning, mail sorting and distribution, supply ordering, and answering phones
• Providing real-time scheduling support by booking appointments
• Generating computer reports
• Greeting and assisting clients
• Maintaining polite and professional communication via phone, e-mail, and mail
• Supporting tax professionals with administrative duties to assemble and distribute tax returns
• Anticipating the needs of others to ensure a seamless and positive experience
• Coordinating and tracking deadlines for tax filings and other key deliverables

Requirements

• Prior administrative experience, preferably in an accounting firm
• Excellent computer skills, especially typing
• Detail-oriented with a proactive approach
• Basic understanding of financial and tax terminology
• Ability to handle pressure during tax seasons and other high-demand periods
• Strong organizational skills to manage multiple tasks and deadlines