Admin Tax Accounting Support

DLD Accountancy, LLP; West Hollywood (CA); On-site; USD 55,000 - 70,000; Full time

Job summary

DLD Accountancy, LLP is seeking an experienced Tax & Accounting Support professional in Los Angeles to help collate, assemble and process tax returns while handling general administrative duties. The role emphasizes client service, teamwork, and meeting tight deadlines within a CPA firm environment.

Ideal candidates have 2–4 years in similar roles, proficiency in Outlook/Excel/Word, and familiarity with tax software like Lacerte.

Qualifications

• 2–4 years of experience in an administrative or support office environment.
• Proficiency in Outlook, Excel, and Word; Lacerte tax software experience is a plus.
• Ability to collate, assemble and process tax return documents.
• Strong client service, communication, and teamwork.

Responsibilities

• Support the tax and accounting department and meet strict deadlines.
• Coordinate workflow between team members.
• Collate, assemble, organize and process tax return documents.
• Prepare client invoices and assist with client payment collections.
• Maintain filing system and client documents.
• Direct communication with firm clients via phone, email, and fax.
• Set up of new clients and coordinate tax return extensions.

Skills

Strong communication skills

Customer service

Teamwork

Self-motivated

Tools

Outlook

Excel

Word

Lacerte

Job description

Job Description

Job Description

Our Los Angeles based CPA, Tax, Accounting, and Business Management firm is looking for an individual to join our Tax & Accounting Support team.

_ ** Position Overview**_

We are looking for an experienced individual, with a background in tax & accounting support with collating, assembly, and processing of tax returns as a main focus, along with general administrative office tasks and responsibilities.

** Applicants must have 2- 4 years with the following tax experience:** collating tax returns, filing, processing of various tax, accounting, and payroll related documents and general office and administrative duties.

This position will support the firm’s professional staff in the areas of Tax & Accounting. Experience in a public accounting firm or involving the areas of Tax & Accounting required. Some bookkeeping experience could also be helpful.

Primary responsibilities include:

• Ability to support the tax and accounting department and meet strict deadlines
• Work as part of a team to meet all tax filing requirements and due dates
• Delegate workflow between team members
• Collate, assemble, organize and process tax return documents
• Prepare client invoices
• Assist with client payment collections
• Maintain filing system
• Order supplies
• Help maintain the main tax and pension plan filing
• Maintain client documents and files
• Scanning documents for electronic archive
• Prepare various types of letters for professional staff
• Sort and deliver mail
• Set up of new clients
• Coordinate and track tax return extensions
• Direct communication with firm clients via phone, email, and fax
• Communicate with various firm vendors
• Provide administrative support as needed to staff
• Answer/ direct phone calls as needed
• Manage appointments and various calendars as needed

We are looking for candidates who understand the importance of CLIENT SERVICE and who are eager to contribute to the firm’s continued success. Candidates must have strong and proven communication skills, focused, self-motivated, and reliable. You should also be outgoing and personable, as this position requires superior customer service and TEAMWORK working directly with clients and departments.

Candidates with an interest in gaining further knowledge in the field of Tax & Accounting, also a plus.

_ ** Requirements**_

Candidates with 2-4 years of experience in an Administrative and/or Support office environment. Candidates must have willingness to learn and ability to think outside the box.

** Candidates must be proficient in OUTLOOK, EXCEL and WORD. Lacerte tax software experience is a plus!**

Company Description

DLD Accountancy, LLP is a family owned business that provides outstanding service and meaningful guidance in the areas of income tax planning, tax return preparation, accounting, and business management to clients who require superior business services. We also assist with asset management, retirement and estate planning through a holistic approach and creative solutions in all areas of a client’s financial life. We endeavor to accomplish this in an extraordinary environment, filled with caring people, that nurtures both the client and our team members.

Company Description

DLD Accountancy, LLP is a family owned business that provides outstanding service and meaningful guidance in the areas of income tax planning, tax return preparation, accounting, and business management to clients who require superior business services. We also assist with asset management, retirement and estate planning through a holistic approach and creative solutions in all areas of a client’s financial life. We endeavor to accomplish this in an extraordinary environment, filled with caring people, that nurtures both the client and our team members.