Work Schedule/ Location: Fully on site in Pleasanton, CA
Hours: M-F 8:00 AM - 5:00 PM
Salary: $27- $32/ hour
Temp to hire
Our Administrative Assistants are the first point of contact for our clients and play a crucial role in the day-to-day operations of our firm. This position requires a highly organized, reliable, and professional individual who is capable of managing multiple tasks efficiently while maintaining the highest standards of customer service.
Key Responsibilities:
Greet clients and visitors with a positive, helpful attitude, ensuring a welcoming environment.
Handle incoming calls and emails, providing information, taking messages, or redirecting queries to appropriate departments.
Prepare and manage correspondence, reports, and documents related to tax preparation and other accounting services.
Maintain filing systems, both electronic and physical, ensuring confidentiality and easy access to documents.
Assist in the preparation of client tax documents and forms for meetings and submissions.
Assist with scheduling appointments, managing calendars, and coordinating meeting logistics.
Perform other administrative tasks as needed to support the team and ensure efficient office operations.
Required Qualifications:
2-3 years of experience as a Front Desk Representative, Administrative Assistant, or similar role, preferably within an accounting firm or financial services environment.
Experience with tax & accounting software tools & suites (such as CCH Axcess and Thomson Reuters Netsuite CS)
Proficiency in Microsoft Office Suite
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
