Job description

SUMMARY

Provide administrative support to all department and/or Managers. Duties include general clerical, receptionist and project-based work. Project a professional company image through in-person and phone interaction.

PRIMARY RESPONSIBILITIES

• Answer telephones and transfer to appropriate staff member.
• Meet and greet clients and visitors. Schedule Appts.
• Create and modify documents using Microsoft Office & Excel.
• Perform general clerical duties to include but not limited to: photocopying, scanning, faxing, binding, mailing, and filing.
• Maintain hard copy and electronic filing system.
• Sign for and distribute UPS / Fed Ex / Airborne packages / USPS / Norco / Any Deliveries.
• Inventory, maintain, order and, restock office supplies.
• Coordinate and maintain records for staff office phones.
• Setup/Edit and coordinate meetings and conferences through Google, Outlook & Drake.
• Maintain and distribute staff daily schedules
• Maintain the On-Hold and Terminated file copy and Electronic filing system.
• Maintain the Audit Letters, Protection, Filing and Billing Procedure & Support the Bookkeeping Supervisors in this area.
• Maintain for Bookkeeping Supervisors SOS and Minutes filing.
• Support the Bookkeeping Supervisors with Scanning and Emailing Forms and Docs into E-Folders.
• Support Bookkeeping Supervisors in assigned project based work.
• Assist all departments when needed.
• Login tax returns as received, Contact clients that we have received their documents if mailed in and verify if they want to keep their pre-scheduled appointment, setup the client folder/tax bag, enter w-2’s, and distribute the returns to the appropriate preparer or tax bin.
• Assist Tax Supervisors by calling clients to remind them of their appointments, check wages entered against the worksheet, print and assemble tax returns, Scan and Email E-file paperwork
• Take/send detailed messages through Text/Email
• Maintain client records and information. Inform Departments of Address changes through filling out CID Update forms located in Taxco in-house documents.
• Clear your In-Box Every Day.
• Respond to Letters, Notices, Faxes, Emails and Phone Calls within 24 hours.
• Other duties as assigned (See attached given as initial Job Detail)

Job Types: Full-time, Part-time

Pay: $16.00 - $19.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
All Customers are required to wear a Mask and seasoned staff are allowed remote work to stagger in-office staff count.

Education:

• Associate (Preferred)

Experience:

• QB Bookkeeping: 1 year (Preferred)

Language:

• Spanish (Preferred)

License/Certification:

• CTEC License (Preferred)

Work Location: Multiple Locations

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