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Administrative Assistant

Leslie Martin CPA San Diego, CA
  • Expired: over a month ago. Applications are no longer accepted.

Essential Functions:

  • Teamwork in the office, including answering phones and taking messages, writing letters or procedures.

  • Set and confirm appointments, reschedule if necessary, and do client follow‐up

  • Be polite and professional in all written and oral communications

  • Develop and maintain excellent working relationships with clients

  • Provide individual attention and be responsive to clients’ needs

  • Maintain client confidentiality.

  • Receive tax information from clients

  • Update basic information in our database

  • Scan documents and verify that the scan is complete and legible.

  • Download files from the secure client portal

  • Follow paperless office procedures

  • Print tax returns and assemble client copies.

  • Respond to emails and phone messages.

  • Write desk procedures and other documents

  • Other duties as assigned.

Work Hours & Physical Requirements:

This is a desk‐job in an office environment. Work hours are Monday ‐ Friday during the day. May occasionally require overtime or weekend work. Overall the hours are flexible and we are open to working with you if you have child care needs or a long morning commute.The employee must have the ability to sit and concentrate for long stretches; type and input data at a computer; and answer the phones. May occasionally move office supply boxes weighing up to 25 lbs.

Knowledge, Skills and Experience

  • Must have a positive, can‐do attitude, strong organizational skills and attention to detail. Prefer someone with office and customer service experience.

  • Requires attention to details, combined with a friendly personality and good time‐management & organizational skills.

  • Must have a basic knowledge of Windows and Microsoft Office 365, including Word, Excel, and Outlook. Adobe Acrobat skills are a plus.

  • Must have adequate skills in typing (35 wpm or above), and familiarity with 10‐key.

  • Must have good writing and oral communication skills.

  • Basic accounting or tax knowledge is a plus.

Leslie Martin CPA

Why Work Here?

Nice clients & friendly environment. We will train on tax software.

Leslie Martin CPA provides financial services to both individuals and businesses. We believe in the power of information to help your business grow. We give the same attention to detail to all of our clients, no matter how large or small. The accounting, tax preparation and financial services we provide are tailored to the unique needs of each of our clients to maximize returns and optimize results. Our firm remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapting to the ever-changing world of tax law and accounting. On this website, you will find information about Leslie Martin CPA, including the list of services we provide. Online resources are available to assist in you with tax planning and financial decision-making. We have years of professional experience to assist you with your tax and accounting needswww.LMartinCPA.com

Address

Solana Beach, CA
San Diego, CA
USA