Administrative Assistant

Job Description

Job Description

Administrative Assistant to Certified Public Accountant, Santa Rosa, CA

Position Overview:

We are a firm specializing in providing accounting and tax services to high-income individuals, estates and trusts, partnerships, and corporations. We are seeking a detail-oriented and professional Administrative Assistant to support our Certified Public Accountant. The ideal candidate will play a crucial role in maintaining efficient office operations and ensuring excellent client service.

Key Responsibilities:

· Serve as the first point of contact for clients, demonstrating excellent telephone etiquette and professional appearance.

· Assist in the preparation and dissemination of completed tax returns and correspondence to clients and various taxing authorities (federal and multi-state).

· Perform administrative duties such as processing data, drafting correspondence, and maintaining organized records.

· Utilize Microsoft Office applications (Word, Excel, Outlook) to facilitate office operations and client communication.

· Learn and use additional software tools with provided training.

· Support the office during peak tax preparation season (February–April), with working hours from 8:30 AM to 4:30 PM, including a one-hour lunch break.

Qualifications:

· Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

· Strong communication skills, both verbal and written.

· Professional appearance and demeanor.

· Detail-oriented with excellent organizational skills.

· Ability to handle sensitive client information with confidentiality and discretion.

· Willingness to learn new software tools.

· Previous experience in an administrative or office support role is preferred.

Compensation and Benefits:

· Starting hourly wage: $18.00 to $24.00, commensurate with experience and knowledge.

· Eligibility to participate in California’s retirement plan.

· Three-month probationary period, with a performance review and potential wage adjustment upon completion.

Application Process:

Interested candidates should submit a resume and cover letter detailing their relevant experience and skills. We look forward to welcoming a dedicated professional to our team who shares our commitment to excellence in client service.