Tax Operations 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

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.