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    Administrative Assistant - San Jose, United States - PrideStaff

    PrideStaff
    PrideStaff San Jose, United States

    3 weeks ago

    PrideStaff background
    Description

    Job Description

    Job Description

    Tax Administrative Assistant
    A Silicon Valley-based public accounting firm seeking a dependable and experienced administrative assistant to fill a full-time staff position in our expanding practice. Candidates must be computer literate and highly organized with excellent written and oral communication skills. Successful candidates will have a positive attitude, the ability to adapt, and previous experience at an accounting or CPA firm.
    This position is full-time with some overtime expected during tax season.
    Essential Duties & Responsibilities:

    • Provide high-level support to staff personnel and partners
    • Prepare written client correspondence as requested
    • Assemble and review final tax returns and financial statement packages before delivery to client
    • In-take tax documents and complete new client setups per firm protocol
    • Organize, scan, and file client documents per firm protocol
    • Bulk mail yearly organizers
    • Handle checks and credit card payments over the phone
    • Receptionist duties – answer/transfer calls on a multi-line phone system, greet and assist visitors politely and professionally, schedule client appointments as necessary
    • Maintain professional appearance of office common areas.
    • Order office supplies as needed
    • Additional duties as assigned

    Knowledge, Skills, and Other Abilities:

    • Strong attention to detail
    • Professional demeanor
    • Excellent time management skills
    • Sense of urgency and completion of core duties and tasks assigned
    • Ability to work independently with a high degree of initiative, discretion, and confidentiality
    • Effective communication both written and verbal

    Qualifications/Experience

    • High school diploma or equivalent required
    • Minimum 5-7 years of administrative experience at an accounting or CPA firm
    • Proficiency in Microsoft Office, Word, Excel, Outlook and Adobe PDF
    • Knowledge of QuickBooks Accounting Software is a plus
    • Knowledge of the Lacerte Tax program is a plus
    Company DescriptionPrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance

    Our Mission: Consistently provide client experiences focused on what they value most.

    Company Description

    PrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance \r
    \r
    Our Mission: Consistently provide client experiences focused on what they value most.
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