Job Details

ID #54702475
State California
City San francisco bay area
Full-time
Salary USD TBD TBD
Source California
Showed 2025-10-22
Date 2025-10-22
Deadline 2025-12-21
Category Admin/office
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Administrative Assistant

California, San francisco bay area 00000 San francisco bay area USA
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We are a small and growing CPA firm dedicated to providing personalized and high quality accounting and tax services. We pride ourselves on professionalism, accuracy, and outstanding client service.

Job Description:

We are looking for a friendly, organized Administrative Assistant to support our tax and accounting team. This role is ideal for someone who enjoys working in a professional office setting, can manage multiple priorities, and is comfortable communicating with clients.

Responsibilities:

Greet and assist clients in person, over the phone and via email

Schedule and confirm client appointments

Prepare and organize client documents, engagement letters and files

Manage incoming and outgoing mail including secure document handling

Assist with data entry and basic bookkeeping tasks

Maintain office supplies

Support CPA, tax preparer, and other Administrative assistant during tax season

Qualifications:

Minimum 3 years of administrative or office assistanct experience ( experience in a CPA firm or financial office is a plus)

Proficient with Microsoft Office (Word, Excel, Outlook), Google email, comfortable learning Accounting and tax software (Quickbooks Online/Lacerte Tax software)

Excellent verbal and written communication skills (native English speaker) as well organizational skills

Strong attention to detail and ablility to handle sensitive information confidentially

Reliable, professional, and able to work well in small office environment

Schedule and Compensation:

Seasonal February 1st to April 30

Full Time/ On site

Competitive hourly pay DOE

How to apply:

Please submit your resume

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