Clerical

Clerical

12 Sep 2024
California, Santa maria, 93454 Santa maria USA

Clerical

Small Certified Public Accountant firm is in search of a detail-oriented front office manager/administrative assistant. This position is 40 hours/week with possible extended hours during tax season, January – April 15th.

Objective of this role:

Answer phone calls and take or deliver messages as needed

Welcome clients to the office

Book and manage appointments for multiple CPAs

Perform clerical tasks such as typing letters, sorting and sending mail

Maintaining files, scanning, and ensuring the overall efficiency of the office

Process tax returns and financial statements

Process client credit card transactions

Keep an inventory of office supplies and order new materials as needed

Keep office calendar and coordinate office functions

Preferred Qualifications:

High school diploma, college degree a plus

Proficiency in Microsoft Word, Excel, Access, Power Point, Mail Merge, and Office 365

Experienced in QuickBooks

Organized and detail oriented

Works well under the pressure of deadlines

Employee Benefits:

Health Insurance 50% paid by employer

SIMPLE retirement plan

Vacation and sick leave benefits

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