Administrative Assistant

Experienced CPA Firm Administrative Assistant

Prestigious CPA firm in Novato is seeking an exceptional Administrative Assistant. A minimum of 2 years are required. We offer good benefits and an excellent work atmosphere.

Duties

Assemble tax returns - print, staple, create cover letters, and attach correct envelopes

Scan, Print, mail, and track client organizers and engagement letters

Track project completion dates in Project Management software

Maintain client contact information in Practice Management software

Export data from database to Excel to create reports

General administrative duties including but not limited to: filing, answering phones, contacting vendors, scheduling appointments, correspondence

Maintain copiers by keeping stocked, distributing faxes, replacing toner, basic user maintenance, fixing paper jams, calling technicians when necessary

Assist other admin staff in maintaining Kitchen

Schedule and set up/break down meetings

Assist with busy season catering and special events

Processing billings, posting bills and payments

Look up invoices, track payments in Practice Management software

Other duties as assigned

Key Attributes:

Detail oriented, accuracy over speed

Understanding of tax forms and related deadlines (i.e., know that a 1040 is for individuals and that its deadline is April 15th and if extended its new deadline is Oct 15th, etc)

Computer skills: Intermediate skills for Microsoft Office and Adobe,

Professional and diplomatic client and internal communications

Experience and knowledge to use judgement and make decisions

Additional:

Willing and able to work overtime with no PTO during busy season Feb 1 thru April 15

Team player who enjoys working collaboratively

Also able to work independently and complete work with minimal supervision

Doesn’t get flustered easily

About the Opportunity:

This is a full time position with the opportunity for advancement within the firm for the right fit. The position offers full benefits including medical, dental, 401k, gym reimbursement, PTO, flexible scheduling and other perks.

Job Type: Full-time

Pay: $28.00 - $30.00 per hour

Benefits:

• Vision insurance

Work Location: In person