What are the responsibilities and job description for the Operations Assistant position at LSL?
Join our Team!
We work in an environment where everyone’s voice is heard
We are one of the largest regional accounting firms headquartered in Orange County, California. We’re accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally.
Operations Assistant:
Assist the Partner, Manager, or department by handling administrative tasks. Support various departments effectively monitoring all tax, audit, or consulting work generated by the firm, and help with ordering necessary supplies and forms. Carry out scanning tasks for document storage as needed.
What you will be doing:
Essential Functions
- Tax Return Assembly
- Completes scanning requirements for document storage as defined or requested.
- Maintains files of correspondence or other records, electronically or on paper.
- Drafts, proofs, formats, foots, and PDFs financial statements for Assurance and Consulting Departments.
- Maintains control file of all matters in progress for each assigned Partner and Manager.
- Maintains procedures that implement operational and/or fiscal policies.
- Interprets policies and procedures as established by Managers.
- Compiles data based on research techniques and on statistical compilations involving an understanding of operating unit programs, policies, and procedures.
- Answers routine questions, aids clients where possible or routes calls to appropriate staff members
- Relieves receptionist as scheduled or requested
- Other duties as assigned
Non-Essential Functions
- Punctually enters time and expenses to support efficient billing processes.
- Order/approve office supply orders.
- Send out welcome cards as requested.
- Order food for office meetings.
- Oversee suite equipment repairs, maintenance, etc. fax machine, copier, postage, shredder, phone system, alarm system, misc. equip (i.e. non-It issues).
Preferred Qualifications:
- High School Diploma or GED, required
- Bachelor’s degree, preferred
- 2 years of experience in a professional services environment, required
- Previous experience in the accounting industry, preferred
- Proficiency in Microsoft Office (Outlook, Word, Excel and Teams), required
- Demonstrated ability to plan and organize projects
At LSL CPAs, we offer competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.
Work Authorization:
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.
