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Admin Assistant (CPA Firm)

San Marcos, CA 92078

Posted: 03/15/2023 Employment Type: Permanent Industry: Administrative Job Number: 17351 Pay Range: $52,000 - $62,400 DOE

Job Description

A family-owned CPA firm is seeking a Financial Services Administrative Assistant to provide support to the Office Manager and Partner.  The ideal candidate will have 2-3 years of administrative experience at a CPA firm or other professional office setting, with a proven track record of working with sensitive information.  They must also be technologically savvy and possess strong communication skills to greet clients and answer calls.  The primary responsibilities of this role are to create PDF files to e-file and process returns, email clients, answer phones and perform other administrative duties.

Pay Range: $52,000 - $62,400 DOE

  • Create PDFs and process returns, including adding cover sheets with logos and creating payment vouchers
  • E-file tax returns through an electronic signature system
  • Answer phones, greet clients, and manage day-to-day communications
  • Receive and scan tax information for further processing
  • File tax returns after proper completion
  • Manage an average of 20-50 calls per day and 10 tax returns per day
  • Multitask by managing a to-do list while also answering calls
  • Utilize Microsoft Suite and Lacert filing software

  • 2-3+ years administrative experience at a CPA firm, law office, or other professional office setting
  • Strong technological skills
  • Experience with Microsoft Suite and Quickbooks Desktop or Online
  • Ability to work with sensitive material and confidential information
  • Experience in a CPA firm is highly preferred
  • Bookkeeping or tax preparation experience is preferred

  • End of year bonus
  • Sick days
  • 2 weeks of vacation time
  • 401K potential by the end of the year
  • Stipend potential

If you are interested in working for a family-oriented company that values a healthy work-life balance, apply now to be a Financial Services Administrative Assistant for our client!

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