Lindsay & Brownell, LLP is a client-centered CPA firm committed to providing personalized high-quality client service. Founded in 1992, our firm is built on a solid foundation of professionalism, personal integrity, and dedication to our clients and community involvement.
We are seeking a highly motivated, detail oriented and experienced Administrative Assistant to support the office of this professional firm in a Temporary-to-Hire capacity.
Successful candidates will possess exceptional attention to detail, as well as a strong command of the English language with emphasis on writing, grammar, and punctuation.
Provides administrative support to partner or executive, as assigned.
Correspondence: write, proofread, edit and send business correspondence, including mail merge documents, using existing templates, and creating new ones. Expert MS-Word skills required.
Work with client database, including data entry, data extraction, report creation, and customization.
Scanning of confidential documents.
Tracking of electronic and paper files.
Prepare client packets after preparation of tax returns; prepare documents for electronic submission to appropriate government agencies.
Provide occasional backup to receptionist, and telephone duties.
Process outgoing and incoming mail; internal mail distribution.
May maintain and stock office supply inventory.
Maintenance of office break rooms and office production rooms.
Assist with tax/audit team support.
Other duties and projects as assigned.
Qualifications and Requirements:
High school diploma, with AA degree strongly preferred, or equivalent combination of education and work experience; bachelors degree preferred.
Two (2) years minimum experience in office or administrative role.
Demonstrated high proficiency in MS-Word and Outlook, including excellent writing and proofreading skills, and mail merge. Excel and PowerPoint preferred, not required.
Proficiency in use of databases, particularly in data entry, data extraction, report creation and customization. CRM experience preferred; CCH Practice Management nice to have.
Excellent command of the English language, including spelling, grammar, punctuation, and business writing.
Professional, reliable, personable, tactful, efficient, and self-motivated.
Small/midsize company experience preferred.
Experience with executive administrative support preferred.
Public Accounting or financial services industry experience preferred.
This position is non-exempt and is paid hourly, according to the laws of the State of California.
Lindsay & Brownell, LLP is an Equal Opportunity employer. No relocation assistance is offered for this position; candidates not residing in San Diego County, CA will be responsible for relocation at their own expense. Eligible candidates will be able to provide proof of eligibility to work in the United States without support; sponsorship is not available.