Please note this position is tentatively starting in January 2024.

Job description

Krutilla & Associates is a fast-growing CPA firm based in Walnut Creek specializing in tax consulting and compliance services. We are looking for a detail-oriented, self-starter, and eager-to-learn individual to support our growing team of tax professionals. The right individual will work with our office administrators to perform pre and post-tax preparation processing.

Responsibilities include but are not limited to:

In charge of the inflowing and outflowing of tax documents from clients by collecting, reviewing, organizing, referencing, and updating tax documents from clients

Assign and maintain project scheduling

Emailing and calling clients to request pending tax documents

Coordinate with our office administrators to collate and assemble tax files for clients

Prepare and collate engagement letter and organizer to send to clients at year-end

Prepare, mail, fax, and email tax documents to clients and various taxing authorities

Maintain and update an internal database with client details

Upload and download tax documents to and from the client portal

Assist with submitting tax returns

Copying and scanning tax documents

Assist with tracking invoices

Provide administrative support where necessary to ensure a positive experience for clients

Special projects as assigned

Qualifications:

Minimum High School Diploma or Equivalent; AA degree preferred.

Detail-oriented and professional; Self-driven and ability to work independently and be a team player

Ability to make logical decisions based on firm protocol and procedure

Must be able to handle confidential information

Must have the ability to prioritize projects, multi-task, and follow through with projects

Enjoy a face-pace work environment and stay cool in a deadline-driven industry

Excellent email and phone communication skills

Proficiency in Outlook, Excel, Word, and PowerPoint

Knowledge of various tax software is a plus but not necessary

Prior work experience in an office environment is desired

Job Types: Full-time, Part-time

Schedule:

Monday to Friday

Education:

High school or equivalent (Preferred)

Experience:

Customer service: 1 year (Preferred)

Work Location: In person