Office Administrative Assistant

Company Description

Welcome to Steppin Stone Tax and Accounting Services, a family-owned tax & accounting firm in Temecula, CA, dedicated to delivering precision and reliability in tax & accounting services. We provide tailored tax solutions for individuals and businesses, ensuring maximum refunds with minimum stress. At Steppin Stone, we prioritize accuracy, transparency, and peace of mind during tax season. Join our supportive and collaborative team, where every member plays a vital role in delivering exceptional client service.

Role Description

We are seeking a detail-oriented and organized Office Administrative Assistant to join our team full-time at our Temecula, CA office. In this on-site role, you will:

• Provide administrative and clerical support to ensure smooth office operations.
• Assist tax preparers with client documentation, data entry, and file management.
• Manage phone and email communications professionally and efficiently.
• Maintain accurate bookkeeping records and assist with data entry in financial software.
• Handle multitasking responsibilities with a proactive and problem-solving attitude.
• Act as the first point of contact for clients, ensuring a positive experience.

Qualifications

• Proficiency in administrative tasks, including data entry, organization, and scheduling.
• Excellent communication and phone etiquette.
• Strong multitasking and problem-solving skills.
• Attention to detail and accuracy in work.
• Experience with Microsoft Excel and general office software.
• Experience in bookkeeping (QuickBooks or similar software).
• 1 years of experience in an office setting or administrative role.
• Familiarity with tax preparation processes is a plus.

What We Offer:

• Competitive salary based on experience.
• A collaborative work environment with growth opportunities.
• On-the-job training to familiarize you with our processes and tools.