CPA Firm Administrative Assistant

$52,000 - $62,400/Yr

Bellesbach & Zumwalt Cpas - Fremont, CA

Part-time,Full-time

Fremont, CA

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant at our established CPA tax practice in Fremont will play a vital role in ensuring smooth office operations and providing exceptional customer service. This position requires a highly organized and detail-oriented individual who can manage various administrative tasks effectively while supporting the team in a fast-paced environment.

Responsibilities

• Answer inbound telephone calls and emails and respond to client messages and inquiries timely and professionally
• Schedule client appointments and assist with maintaining calendar(s) of owner(s)
• Greet and assist onsite guests as needed
• New client onboarding
• Draft and send correspondence to clients, including engagement letters, Power of Attorney forms, request for information, etc.
• Filing electronic and scanning paper client documents to our portal; and monitoring/reviewing/organizing electronic upload of client documents to our portal
• Assistance with following up on missing client information needed for projects
• Electronic filing of tax returns using Lacerte and processing paper tax return files when requested
• Assist with monitoring workflow and due dates using TaxWorkFlow management system and Lacerte

Requirements

• Previous CPA or tax office experience preferred
• Excellent attention to detail and self-review
• Possess excellent organizational skills
• Excellent written and verbal communication skills
• Ability to work independently, prioritize and multitask
• Ability to work under pressure of tax deadlines and maintain a positive attitude
• Discretion and professionalism with sensitive client data
• Experience and working knowledge with Lacerte preferred
• Strong computer skills including Microsoft Outlook, Word, Excel, and Adobe Acrobat Professional PDF

Benefits

• Flexible work hours
• Competitive pay of $25 - $30 per hour
• Opportunity for part-time or full-time work