Admin Assistant

Job Description

ob Summary : A brief summary of the work performed.

The Administrative Assistant is responsible for providing day-to-day administrative support to the firm. Our administrative team supports our professional staff with the goal of maximizing efficiency, enabling tax prepares to leverage their time effectively.

During tax season, the admin's duties will consist primarily of assembling tax returns, scanning client documents to our digital filing system, logging tax return status, maintaining the paper file system, organizing staff dinners, ordering supplies and occasional ad hoc projects as needed.

Essential Functions : Responsibilities that must be performed by this position.

• Handles private privileged and sensitive information with absolute confidentiality.
• Serves as a point of contact for clients both in the office and on the telephone, including screening phone calls, ensuring client messages are communicated to the appropriate client service staff, and following up with clients, when appropriate.
• Assists with meeting, conference, and special event coordination, including reserving conference rooms, teleconference, email announcement to meeting participants, and food and beverage service.
• Assembles Tax Return, Payroll, Financial Statements, and other presentation materials.
• Maintains work-in-process status in our workflow management software.
• Scanning of daily documents.
• Ordering, receiving, stocking, and distribution of office & breakroom supplies.
• Ensures the timely delivery of completed tax returns by mail, overnight courier services or special delivery.
• Pick-up and delivery of supplies, and / or food & beverage service.
• Special projects as assigned by the Partners, Managers, or Firm Administrator.
• Maintains a clean and orderly work environment.

The preceding functions have been provided as examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

Knowledge / Skills / Abilities : Knowledge, Skills and Abilities required to perform the essential functions of this position

Minimum Position Qualifications : Minimum qualifications required for this position.

Preferred Position Qualifications : List of preferred qualifications required for this position.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.