POSITIONS: We are looking for a staff to work part-time (16-24 hours/week) to perform the duties of an Administrative Associate. Hours can be full-time during busy season.
DUTIES AND RESPONSIBILITIES: Customer service is our number 1 priority. In all levels of responsibilities listed below, you are required to work with the tax and accounting associates as a team.
ADMINISTRATIVE ASSOCIATE
Process tax client intakes, pickups, and payments
Prepare client tax organizers
Print, scan, copy, and assemble tax returns and related documents
Answer and route phone calls
Setup and confirm tax appointments
Process incoming and outgoing mail
Prepare and make daily deposits
Post invoices, cash receipts and deposits in QuickBooks
Update databases including, but not limited to Outlook, QuickBooks, Avantax, and Tax Software
You will be a support person to the office manager and other associates
You need to communicate issues arising from work that require attention to the appropriate members of the team
You need to be organized and respond to work-related matters in a professional and timely manner
Develop rapport and good communication skills with clients, staff, and other business entities
REQUIREMENTS:
Proficient with MS-Office (Outlook, Excel, and Word)
Must be detail-oriented, self-motivated, and able to exercise good judgment and decision making
Good written and verbal communication skills
Strong command of the English language is a must (Familiarity of a foreign language is a plus)
Good interpersonal relations skills and team player attitude
Good time-management skills, organization skills, and able to meet deadlines and work well under stress
Experience working for a tax or CPA office is a plus
SALARY: Depends on experience. Submit salary requirement when sending resume.
CORRESPONDENCE: Please e-mail resume and salary requirement in MS-Word or PDF format only.
COMPANY PROFILE: Emmanuel A. Santos, JD CPA Inc. is a certified public accounting firm providing comprehensive tax, financial, and realty solutions to clients in the San Francisco Bay Area and beyond. We have strategically combined our tax services with realty and financial services in efforts to help clients strengthen their financial health and promote financial independence.
Our staff of professional bookkeepers and tax preparers is friendly and knowledgeable with a wide range of expertise from various small business industries. We have also teamed up with reputable companies to handle our clients' growing needs of quality financial products and services. We continue to grow significantly due to our commitment of providing our clients with the highest level of customer service satisfaction.
