Administrative Assistant

Kaiser & Bonds LLP; Seal Beach (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A well-established CPA firm is seeking an organized Administrative Assistant to provide essential support. The role involves client interactions, managing records, and various administrative functions. Ideal candidates will possess strong communication skills and attention to detail. The firm offers a competitive salary, health insurance, and opportunities for professional development.

Benefits

Health Insurance

Opportunities for professional development and growth

6% 401(k) matching with immediate vesting

Paid Time Off

6 Floating Holidays

Eligible for annual discretionary raise and/or bonus

Qualifications

• 2-3 years of experience in an administrative or office management position.
• Proficiency in Microsoft Office Suite and familiarity with accounting software.

Responsibilities

• Schedule appointments and maintain calendars for the CPA team.
• Prepare and organize documents for client meetings and tax filings.
• Assist with data entry and maintain accurate client records.

Skills

Communication

Customer Service

Organizational Skills

Education

2-3 years of experience in an administrative position

Tools

Microsoft Office Suite

QuickBooks

Canopy

GoSystem

Outlook

Zoom

Teams

Job description

This range is provided by Kaiser & Bonds LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$25.00/hr - $35.00/hr

Direct message the job poster from Kaiser & Bonds LLP

Responsible for providing administrative support for CPA firm, including client interactions (phone, email, and in person), management of client records, client deliverables, and other various administrative functions within the office.

Looking for a self-starting, organized individual with excellent telephone, customer service, communication, and computer skills. The ability to multitask and pay attention to detail is important. Knowledge of tax software and/or QuickBooks is a plus.

Key Responsibilities:

• Schedule appointments and maintain calendars for the CPA team (software: Outlook, Zoom, and Teams)
• Oversee tax return processing within our workflow management and status tracking system (Canopy)
• Prepare and organize documents for client meetings and tax filings
• Assist with data entry and maintain accurate client records in our accounting software (GoSystem and QuickBooks)
• Handle incoming and outgoing correspondence, including emails and mail
• Support the team with administrative tasks, such as filing, copying, and scanning documents

Qualifications:

• 2-3 years of experience in an administrative or office management position, preferably in an accounting, law, or medical setting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is required, and familiarity with accounting software is preferred
• Strong organizational skills and attention to detail
• Excellent communication skills, both verbal and written
• Ability to prioritize tasks and work effectively in a fast-paced environment
• Must be able to conduct client interactions in a professional manner
• Competitive salary (between $25 and $35 per hour based on experience) and benefits package
• Health Insurance
• Opportunities for professional development and growth
• Supportive and collaborative work environment
• 6% 401(k) matching with immediate vesting
• Paid Time Off accrued at a rate of 1 hour of PTO for every 25 hours worked, equivalent to 10 days per year with full-time employment
• 6 Floating Holidays to be used at the employee’s discretion
• Eligible for annual discretionary raise and/or bonus (not guaranteed)

Schedule:

• Monday to Friday, 9am to 5pm

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Accounting

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