Our Client is a fast-growing accounting firm located in Pleasanton, CA. Dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients through embracing technology.

With a commitment to professionalism, reliability, and continuous improvement, they are seeking an experienced Administrative Assistant to join their dynamic team.

If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.

The Administrative Assistant is the first point of contact for clients and play a crucial role in the day-to-day operations of the firm.

This position requires a highly organized, reliable, and professional individual who is capable of managing multiple tasks efficiently while maintaining the highest standards of customer service.

Key Responsibilities :

• Greet clients and visitors with a positive, helpful attitude, ensuring a welcoming environment.
• Handle incoming calls and emails, providing information, taking messages, or redirecting queries to appropriate departments.
• Prepare and manage correspondence, reports, and documents related to tax preparation and other accounting services.
• Maintain filing systems, both electronic and physical, ensuring confidentiality and easy access to documents.
• Assist in the preparation of client tax documents and forms for meetings and submissions.
• Assist with scheduling appointments, managing calendars, and coordinating meeting logistics.
• Perform other administrative tasks as needed to support the team and ensure efficient office operations.

Required Qualifications :

• Proven experience as a Front Desk Representative, Administrative Assistant, or similar role, preferably within an accounting firm or financial services environment, but not required.
• Excellent communication skills, both verbal and written, with the ability to interact professionally with clients and team members.
• Strong organizational skills with the ability to multitask and prioritize work effectively.
• Proficiency in Microsoft Office Suite
• High school diploma required; further education or certification in administrative services or a related field is preferred.

Preferred Qualifications :

• Experience within an accounting firm
• Experience with tax & accounting software tools & suites (such as CCH Axcess and Thomson Reuters Netsuite CS)
• General familiarity with technology
• Familiarity with tax preparation and assembly processes

Compensation / Pay Rate (Up to) : $30.00 - $43.00 Per Hour