Job Duties:
- Managing, organizing, and storing all client
files electronically or in file room cabinets;
- Tracking tax filing deadlines for each client
and communicating timely to the Partner/Manager;
- Scheduling client appointments for
Partner/Manager;
- Inputting basic background data of new clients
to Lacerte (tax program);
- Printing and binding hard copies of client tax
returns;
- Tracking billing to clients and collections;
- Sorting tax reports properly for completeness
and mailing to tax agencies;
- Interacting with clients visiting the office
and guiding clients to sign off tax returns and other documents;
- General office administrative tasks and other
tasks as assigned by the Partner/Manager.
Qualifications:
- Be flexible with work hours
- Multi-tasking and able to work under deadline
pressure
- Detail-oriented
- Great people skills
- Highly ethical
- Familiar with MS Word and Excel
- Past working experience at accounting firm
will be a plus
- Fast learner
Work Location: Upland, California
Work Hours: 8-32 hours/week through end of March, determined
based on weekly appointment schedule
To apply for this position, please send your
resume to [email protected]
