Experienced Administrative Assistant and Customer Service Office Manager

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Lead Administrative Assistant

Gael Knight Company is a family-run, full-service accounting firm. We have many opportunities for growth in our quickly expanding company. We believe our firm is only as good as it's people.

We are looking for a full-time, experienced lead administrative assistant to work at our San Jose location.

Responsibilities:

• Scanning, sorting, and copying client documents
• Tax return assembly for individuals, corporations, fiduciary, and partnership returns
• Manages and monitors GoFileRoom online filing/project management system
• Answer telephone, screen and direct calls, queries from the public, and take and relay messages while maintaining firm and client confidentiality
• Maintaining calendars and arranging meetings
• Managing emails timely and professionally
• Providing brief but correct details of tax returns to clients
• Understand tax department workflow, deadlines, and key initiatives
• Effectively communicating and coordinating tasks with team members in various locations
• Willing to work overtime and weekends during the weeks leading up to major tax deadlines

Other Knowledge, Skills & Abilities:

• Ability to work in a deadline-driven environment and handle multiple projects/tasks with an attention to detail
• Advanced or expert in computer skills: All Microsoft Office Suite and Adobe programs
• Strong oral, written, and listening communication skills
• Displays independent judgment, finesse, and diplomacy in all situations

Job Type: Full-time

Pay: $30.00 - $32.00 per hour

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Application Question(s):

• Please detail in 2-3 sentences how you would be successfully suited for this position.

Education:

• Associate (Required)

Experience:

• Administrative Experience: 3 years (Required)

Work Location: In person