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Date Posted: 6/14/2024

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Job Description


· Efficiently answer and make phone calls using a multi-line telephone system, accurately handling telephone, fax, and email messages promptly through various tools such as e-fax, Microsoft Outlook, and CRM program

· Greet and assist clients and visitors as soon as they arrive in the office in a professional and friendly manner

· Ensure that all incoming mail is opened and organized on a daily basis

· Assist with preparation of engagement letters, new client set-up and creation of timely billing of clients

· Maintain the effective management and organization of sensitive client records and documents, while also utilizing a document management system to scan and file work-papers, correspondence, and other relevant documents

· Works with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations

· Manage the inventory of office supplies and uphold office cleanliness standards

· Coordinates with maintenance staff and external vendors to ensure proper functioning of office equipment and the continuous availability of necessary supplies

· Perform various office errands such as visiting the post office or bank

· Works closely and assists with other administrative staff and supports other colleagues as needed

· Special projects as assigned by executive team

Experiential Background:

· Three to Five years of previous administrative experience.

· Prior tax firm experience is a plus

Skills and Abilities:

· Computer literacy -- Microsoft Office Suite

· Strong verbal and written communication skills with an attention to detail

· Capable of multi-tasking and managing strict time constraints in high-pressure situations efficiently

· Self-motivated, efficient, and reliable

· Willingness to contribute new ideas and suggestions

· Capable of effectively managing workload and meeting deadlines with minimal supervision

· Excellent interpersonal skills with an ability to build relationships with all levels of personnel and clients in order to provide support for a best of client experience

· Commitment to maintain confidentiality

· IT experience and familiarity a plus


· Paid holidays and vacation

· Medical and dental plan

· Health Saving Account (HSA) with monthly employer contributions

· 401(K) retirement plan with employer matching contribution

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:San Diego, CA
  • Job Type:Admin - Clerical
  • Experience:1-2 years
  • Education:None
  • Date Posted:6/14/2024
  • Contact: Kati Turner (858) 333-5929
  • Pay Range: $18.00 - $21.00 Hourly
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Job Reference: JN -062024-369196