Administrative Assistant

Petaluma, CA 94954

Post Date: 06/18/18 Job ID: 00002L51 Industry: General Office Pay Rate: 23.00
Our client in Petaluma is looking for an administrative assistant to join their team. This will be a hybrid position that encompasses both administrative, private banking style client support and technical accounting duties as personal assistant to a partner within the CPA firm.

Administrative Duties:
-Administration of new clients including the gathering of initial documentation and organizational information
-Bridging communications between client, partner and tax managers
-Partner credit card expense reports
-Preparation of client invoices

The technical duties include:
-Communicating with client on tax authority notices
-Completion of California registration, cancellation forms and Statements of Information
-Registration of US EIN numbers online using form SS-4
-Downloading of client bank statements from online banking accounts
-Monthly Bookkeeping for high net worth individuals
-Preparation of individual tax returns and administration of tax documents and open item queries
-Maintenance of projects on tax management software

-Organizational skills, client service skills, and a good attitude when interacting with staff and clients
-Excellent written and verbal communication-
-Ability to multi-task while fluidly working in an administrative and technical capacity
-Ability to pick up business and tax authority industry
-Microsoft Office Suite including advanced level of Excel
-Helpful if have experience in ProSystem fx Tax
-Bookkeeping background helpful

Lisa Scanlon
Staffing Coordinator

Hire Date: February 2013
Alma Mater: Chico State University
Favorite restaurant: Tomasso’s (in SF)
Words to Staff By: “Go with your gut.”
Words to Work By: “You’ve got to be kidding me!”
Interesting Accomplishment: “To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.” – Ralph Waldo Emerson
Something Few Know About Me: I achieved my 15 minutes of fame one day by playing guitar in a rock band in Oregon.

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