Demo

Administrative Assistant

Gannon Tax & Bookkeeping
Santa Rosa, CA Full Time
POSTED ON 12/16/2024
AVAILABLE BEFORE 2/7/2025

Growing tax firm seeks motivated candidates with administrative experience. Tax office and bookkeeping experience is a big plus! This job is for a part-time, seasonal employee with possible year-round role for the right person. Extended hours during tax seasons. Start date goal is January 7th.

Administrative assistant performs tasks as assigned by owner to assist in a smooth office workflow. See Scope and Responsibilities outlined below.

MAIN DUTIES AND RESPONSIBILITIES

Duties and responsibilities may include but are not limited to supporting these and other tasks:

  • Greet clients who come to the office
  • Answer phones and direct calls to appropriate party. Handle sensitive and urgent information from clients, personnel, and other contacts while exercising appropriate judgment when responding.
  • Schedule client appointments (Calendly/Outlook)
  • Maintain Client Database (TaxDome & Lacerte)
  • Set up new client files (TaxDome & Lacerte)
  • Enter projects into TaxDome and assign to preparer
  • Prepare client tax files, scan source documents, assign to preparer and track completion of returns. Be aware of Tax filing deadlines.
  • Disseminating information that clients submit through online portal and email
  • Delivery of Tax Returns electronically and follow up of E-File authorizations
  • E-file returns upon receipt of E-File authorizations
  • Close out files and projects when completed

QUALIFICATIONS

2 years of admin experience
Excellent written and verbal communication skills so that you are articulate in both your writing and your conversation

Proficiency required in Microsoft software and internet searches, emails and using online services

Ability to think outside the box with good analytical and problem-solving skills
Experience in preparing administrative documents for a tax office
Experience with MS software such as Excel, Word, Outlook
Knowledge of Lacerte and TaxDome software a plus

2 years bookkeeping experience with use of QBO a plus

Please respond to this posting with your resume.

Job Types: Part-time, Temporary

Pay: $18.00 - $25.00 per hour

Expected hours: 16 – 32 per week

Benefits:

  • Flexible schedule

Schedule:

  • 4 hour shift
  • Day shift
  • Monday to Friday
  • Weekends as needed

Application Question(s):

  • Do you have income tax knowledge? If yes, do you have experience with Lacerte and/or TaxDome?
  • How many years of experience do you have using Microsoft office (excel, outlook, word, etc.)?
  • If you were on the phone and someone walked in the door, what would you do?
  • How do you prioritize tasks?

Experience:

  • Administrative: 2 years (Preferred)

Ability to Relocate:

  • Santa Rosa, CA 95404: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $25

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