Administrative Assistant/Receptionist with CPA Firm experience (Hiring Now)

$40,000 - $47,000/Yr

Sterling CPAs - 4305 Hacienda Dr, Pleasanton, CA 94588 - Pleasanton, CA

Full-time - Entry Level

Pleasanton, CA

About the position

The Administrative Assistant/Receptionist role at our CPA firm is designed for a proactive and detail-oriented individual who will serve as the main point of contact for clients. This position is crucial for ensuring smooth workflow and high-quality service delivery to our small and medium-sized business clients. The ideal candidate will thrive in a routine-driven environment and possess strong organizational skills to manage various administrative tasks effectively.

Responsibilities

• Work closely with professional staff to ensure clients receive high-quality service.
• Establish client and firm coordination to ensure timely receipt of required information and payments.
• Manage and improve processes and workflow of all services.
• Drive the implementation and management of the computerized workflow management system.
• Monitor workflow and report issues as they arise.
• Maintain compliance with procedures and processes in associated systems.
• Anticipate, monitor, and meet customer needs in an appropriate manner.
• Perform other work-related duties as assigned by management.

Requirements

• Minimum 3 years of experience in an accounting or CPA firm.
• Excellent attention to detail and accuracy in work completion.
• Strong organizational skills with the ability to multi-task and prioritize tasks.
• Proven experience in a client-facing role with a passion for working with people.
• Ability to critically analyze and interpret documents and situations efficiently.
• Advanced skills with Microsoft Office Suite and adaptability to multiple software programs.
• Proven computer skills, including data and workflow management knowledge.
• Experience in paperless environments.

Nice-to-haves

• Financial Services background.

Benefits

• Paid time off