Administrative Specialist

Lavine Lofgren Morris & Engelberg Llp; San Diego (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Free parking

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k) plan

Job summary

Lavine Lofgren Morris & Engelberg LLP, in San Diego, seeks an Administrative Specialist to support the Tax Department and client service processes. The role emphasizes day-to-day administration, onboarding, document management, scheduling, and coordinating client deliverables.

The ideal candidate has 2+ years of administrative or accounting support experience, preferably in a CPA or professional-services setting.

Qualifications

• Associate or bachelorf degree preferred.
• 2+ years of administrative, accounting support, bookkeeping, billing, accounts receivable, or professional-services experience preferred.
• Prior CPA/law firm experience is strongly preferred.

Responsibilities

• Provide day-to-day administrative support to partners, managers, and staff with emphasis on Tax Department and client service.
• Assist with client onboarding, documentation, scheduling, and file management.
• Process accounts receivable, billing, payments, and reconciliations.
• Support tax engagement workflows and e-file/document delivery processes.
• Coordinate meetings, office operations, and vendor coordination.

Skills

Administrative support

Billing & AR

Client service

Communication skills

Data entry

Education

Associate or bachelorf degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Adobe Acrobat

CCH Axcess Suite

Job description

SummaryLavine, Lofgren, Morris & Engelberg, LLP (“LLME”) is seeking an Administrative Specialist to provide administrative and operational support to the firm, with particular emphasis on supporting the Tax Department and client service processes. This position plays an important role in maintaining efficient day-to-day operations, supporting tax engagement workflows, coordinating client information and deliverables, assisting with timely collection of client payments and supporting general firm operations. This position will report to the COO.This position generally operates in a professional office environment and requires extended use of computers and standard office equipment. Additional hours will be required during tax season, filing deadlines, and other peak workload periods.This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may be modified or expanded based on the needs of the firm.General Administrative & Firm OperationsProvide day-to-day administrative support to partners, managers, and professional staff.Assist with client onboarding, including creation of client records, engagement documentation, contact information, and administrative setup.Prepare, format, proofread, scan, copy, and organize correspondence, reports, engagement letters, and other documents.Maintain electronic client files and assist with document management in accordance with firm policies.Maintain client contact information and other administrative data within firm systems.Coordinate meetings, conference rooms, appointments, and other scheduling as needed.Assist with office supply ordering and stocking, equipment needs and vendor coordination.Coordinate office facilities requests, working directly with property management to ensure that office repairs and janitorial needs are addressed promptlyAnswer and route telephone calls and assist clients and visitors in a professional manner.Coordinate incoming and outgoing mail, overnight deliveries, certified mail, and electronic document delivery.Assist with firmwide event planningSupport firm-wide administrative projects and special projects as assigned.Maintain confidentiality of client, employee, and firm information.Tax Department SupportAssist with preparation and processing of individual, business, trust, estate, and other tax return engagement documents.Assemble and organize tax return information and supporting documentation for professional staff.Assist with electronic tax return workflow, including tracking returns through preparation, review, client signature, e-filing, and completion.Prepare and distribute electronic signature requests, tax return copies, payment instructions, vouchers, and related client deliverables.Assist with submission of e-file authorization forms and follow up with clients as appropriate.Track tax return filing status, extensions, estimated tax payments, and other administrative deadlines.Assist with tax organizers, engagement letters, extension communications, and other recurring client correspondence.Upload and download documents through the firm's secure client portal and assist clients with basic portal access or document-delivery questions.Coordinate delivery and receipt of client tax documents and maintain appropriate records.Assist with obtaining missing client information at the direction of tax professionals.Maintain tax processing lists, deadline reports, and workflow information.Assist with administrative aspects of IRS and state tax authority correspondence, including copying, scanning, mailing, certified-mail tracking, and maintaining copies in client files.Support Tax Department projects and deadline-related administrative needsAccounts ReceivableRecord and apply client payments to the appropriate invoices and accounts.Process payments received by check, ACH, wire transfer, credit card, or other approved methods in accordance with firm internal controls.Assist with daily or periodic reconciliation of payments received to amounts recorded in the firm's billing/accounting system.Prepare and distribute client account statements and payment reminders.Document collection activity, client communications, payment commitments, and disputed balances.Research payment discrepancies, unapplied payments, duplicate payments, credits, and other account issues and work with appropriate firm personnel to resolveMaintain current client billing contacts and payment information.Assist with monthly accounts receivable reporting, including aging, collections, outstanding balances, and other management reports.Maintain appropriate segregation of duties and follow firm controls relating to billing, payment processing, refunds, credits, write-offs, and changes to client payment instructions.Education & ExperienceAssociate or bachelor’s degree preferred.2+ years of administrative, accounting support, bookkeeping, billing, accounts receivable, or professional-services experience preferred.Prior experience in a CPA firm, accounting firm, law firm, financial services firm, or another professional-services environment strongly preferred.Technical SkillsProficiency with Microsoft Outlook, Word, Excel, and Adobe Acrobat.Experience with CCH Axcess Suite (Practice Management, Tax and Workflow) is a plusComfortable working with document management systems, client portals, electronic signatures, and cloud-based applications.Ability to learn new software and technology quickly.Knowledge, Skills & AbilitiesExceptional organizational skills and attention to detail.Ability to manage multiple priorities and deadlines simultaneously.Strong written and verbal communication skills.Professional telephone and client-service skills.Strong follow-through and ability to independently track outstanding items.Ability to handle sensitive and confidential financial, tax, employee, and client information appropriately.Strong proofreading and data-entry accuracy.Ability to work effectively both independently and as part of a team.Flexibility to adapt to changing priorities during tax season and other deadline periods.Benefits:Competitive salaryHealth, dental, vision, life, long-term disability insurance401(k) planFree parking