Job Description

We have an immediate opening for a CPA Front Office Administrator to join our team and help manage the day-to-day front desk operations of our well-established ENCINO CPA OFFICE. This position requires excellent communication and customer service skills!

RESPONSIBILITIES:

• Responsible for tax return assemblies 
• Greet and welcome clients
• Answer phones, screen and direct calls to the appropriate person, and/or take and relay concise messages
• Provide general administrative and clerical support including filing, faxing, emailing pdfs, copying, sorting, setup, and organizing new client files, etc.
• Receive and sort mail and deliveries, process and keep track of regular, certified, priority, and overnight deliveries
• Schedule appointments and manage office calendars as needed
• Monitor and maintain office supplies and office equipment
• Maintain front-office flow, efficiency, and organization
• Research queries from client's emails and phone calls
• Willing to take on other duties that may be assigned as needed

QUALIFICATIONS:

• 3-5 YEARS OF CURRENT EXPERIENCE as a Front Office Administrator in a CPA firm (or similar fast-paced environment) is REQUIRED
• Courteous phone manner and EXCELLENT COMMUNICATION SKILLS ARE ESSENTIAL
• Must have the ability to prioritize and multitask with strong attention to detail
• A self-starter that is dependable, dedicated, and carries a positive attitude
• ​WORKING KNOWLEDGE/EXPERIENCE WITH INTUIT'S LACERTE TAX PROGRAM, DOCUSIGN AND GOOGLE SUITE IS A PLUS!

Company benefits include paid medical and dental insurance, parking; holiday/vacation days and we offer a 401K plan.

Also note, that salary is negotiable based on skills and experience.

Company Description

We are an established full service CPA firm in Encino that handles US and foreign based clientele.