Office Assistant in Office Full Time - Walnut Creek, United States - Krutilla & Associates Inc

Description

Responsibilities including but not limited to:

Assist with the inflowing and outflowing of tax documents from clients by copying, scanning, organizing, referencing, and updating documents from clients

Emailing and calling clients to request for documents

Coordinate with our office administrators to collate and assemble complete tax files for clients and return tax documents to client

Assist with mailing, faxing, and emailing documents to client and various taxing authorities

Maintain and update internal database with client details

Upload and download tax documents to and from client portal

Provide administrative support where necessary to ensure a positive experience for clients

Some Data entry and special projects as assigned

Qualifications:

Minimum High School Diploma or Equivalent; AA degree preferred.

Detail-oriented and professional; Self-driven and ability to work independent and be a team player

Ability to make logical decision based on firm protocol and procedure

Must be able to handle confidential information

Must have ability to prioritize projects, multitask and follow through with projects

Enjoy a face-pace work environment and stay-cool in a deadline driven industry

Proficiency in Outlook, Excel, Word, PowerPoint

Prior work experience in an office environment is desired