About Us: Ross\-Stern \& Associates is a boutique CPA firm, located in Tarzana, CA. Started in 2007, Ross\-Stern \& Associates has developed a reputation for great client communication, and high level of service in the tax industry. Services provided include individual and business income tax returns, tax planning, and bookkeeping.
What We’re Looking For: We’re looking for a full time tax assistant who is driven and willing to take initiative. In this role, you will help communicate with clients, organize, print and scan tax files, and help our office run smoothly through busy times.
Job Qualifications:
- High School Diploma
- 1 yr of administrative or data entry experience required
- Familiarity with Microsoft Office and Google Drive (including Excel, Word, Sheets, Calendar) is required
- Strong attention to detail with great organizing skills
- Ability to take initiative
- Excellent verbal \& communication skills are required
- Reliable transportation (no ability for virtual work)
- Familiarity with the Safesend portal is not required, but recommended
- Familiarity with Quickbooks Desktop \& Online is not required, but recommended
- Managing and responding to incoming phone calls and client inquiry emails
- Greeting clients at the door
- Organizing and scanning client files
- Managing accountants’ calendars and schedule client appointments
- Light tax data entry (training provided if necessary)
- Managing internal tracking sheets
- Following up with clients for missing documents and/or walking clients through document submissions
- Helping maintain general workspace
- Providing regular status update documents to accountants’
- On\-the\-job training
Responsibilities:
Pay: $22\.00 \- $28\.00 per hour
Benefits:
Work Location: In person