Demo

Office Administrator

Miller Kaplan
San Francisco, CA Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 4/28/2025

It's more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy-yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary :

The Office Administratorfor the San Francisco Office is a flexible problem-solver who has superb communication skills and a detail-oriented mindset and serves as a supportive force in the areas of people, productivity, and procedures. They are responsible for providing support to the professionals and paraprofessionals primarily in San Francisco including, but not limited to assembly and dispatch of tax returns, answering phones, making sure the copy room is stocked with supplies and assisting with ordering supplies as necessary, and taking deliverables promptly and efficiently to the local post office, FedEx, and UPS.

Duties / Responsibilities :

  • Manage the front desk operations for San Francisco office.
  • Assist administratively at the highest level for the office, such as working on new client set-up items, invoicing clients, and word processing. In addition, serve as critical support of colleagues with the assembly and dispatch of tax returns, other tax related deliverables, and correspondence.
  • Assist colleagues including attorneys, CPAs, and paraprofessionals in an active and collaborative manner.
  • Assist with new hire onboarding.
  • Assist with proofing and dispatching client work products, or any other administrative related items as deemed necessary.
  • Develop friendly and professional relationships with colleagues and clients.
  • Perform a supportive role for tasks related to client engagements, such as working within electronic workflows and electronic records management, including processes related to document intake and organization.
  • Direct office activities to maintain efficiency and adherence to company policies.
  • Act as liaison with building management and external vendors.
  • Assist with advanced word processing tasks as needed.
  • Manage telephone services, email correspondence, and mail distribution.
  • Monitor and maintain office supplies inventory.
  • Ensure daily security procedures and closing protocols.
  • Coordinate and distribute office-wide messages.
  • Fax and scan documents.
  • Assist with client contact changes and new client setup.
  • Manage distribution and access control of employee key cards.
  • Coordinate off-site storage of files.
  • Assist in workspace management and hoteling as needed.
  • Distribute weekly time management reports to the partner group.
  • Perform other related duties and projects as assigned.

Education and Experience :

Required :

  • Associate degree in related field, but experience and / or other training / certification may be substituted for the education.
  • Preferred :

  • Bachelor's degree in related field of study.
  • 2-3 years of work experience as a receptionist or an administrative assistant in a high volume / fast paced environment.
  • Experience in finance, banking or in a professional office environment.
  • One to three years of bookkeeping experience.
  • Required Skills / Abilities :

  • Number acuity, attention to detail, and a passion for learning new technology are essential to this position.
  • Must have strong interpersonal skills and be willing to work in team environment in a highly collaborative manner.
  • Must possess a high level of attention to detail and accuracy.
  • Must be able to multi-task, be very organized, and meet deadlines.
  • Must have excellent client service skills over the phone, in person, and electronically with a positive and a professional demeanor.Excellent organizational and time management skills.
  • Excellent written and verbal communication skills.
  • Proficient with Microsoft Office Suite or similar software.
  • Physical Requirements :

  • Must be able to lift up to 15 pounds at a time.
  • Prolonged periods sitting at a desk and working on a computer.
  • Benefits

    LIFE :

  • Competitive Salary : We value your dedication and hard work. We offer a competitive salary of $50,000 -$70,000 per year for this role.
  • Generous Paid Time Off : Start with 20 days and watch it grow, plus 2 extra days annually for managers.
  • Comprehensive Healthcare : Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
  • Flexible Spending Accounts & Health Savings Accounts : Manage healthcare expenses conveniently with a benefits debit card.
  • Employee Assistance Program : Confidential support for personal or work-related challenges.
  • FAMILY :

  • Hybrid & Remote Flexibility : Work-life balance matters! Enjoy flexibility based on your role.
  • Insurance Benefits : Basic life insurance, voluntary life insurance, and long-term disability coverage.
  • Dependent Care and Pet Insurance : Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
  • Bereavement Paid Time Off : Time to grieve and heal without work worries.
  • Sabbatical and Personal Leave Options : Recharge and refocus with time off for personal needs.
  • BUSINESS :

  • Social Events : Networking and unwinding at virtual and in-office firm social events.
  • Referral Bonuses : Earn rewards for growing our team and client base.
  • Commuter Benefits : Funds for transit and parking to ease your daily commute.
  • Professional Development : Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.
  • DREAMS :

  • Retirement Plans : Tailored 401(k) Profit Sharing Plan for your financial future.
  • Support for Professional Certifications : Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
  • Leadership Development and Mentorship : Personal and professional growth through mentorship programs.
  • Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

    Miller Kaplan does not intend to hire job seekers who will need, now or in the future, Miller Kaplan sponsorship through the H-1B lottery, unless otherwise stated on the job posting.

    All qualified applicants will receive consideration for employment at Miller Kaplan without regard to race, religious creed, color, ancestry, national origin, sex, gender (including gender identity and gender expression), age, mental or physical disability, medical condition, genetic information, sexual orientation, marital status, reproductive health decisions, military / veteran status, or any other legally protected status in accordance with state and / or federal law.

    Miller Kaplan does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Miller Kaplan or any employee or owner of Miller Kaplan without a pre-existing agreement signed by both parties covering the submission will be considered the property of Miller Kaplan and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Miller Kaplan property and free of fees. If you would like to inquire about referrals and or contracts, please reach out to careers@millerkaplan.com.

    All qualified applicants will receive consideration for employment at Miller Kaplan in accordance with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance regarding applicants with criminal histories and the SF Fair Chance Ordinance regarding applicants with arrest and conviction records.

    Salary : $50,000 - $70,000

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