Description We are offering a role based in San Jose, California for an individual adept at performing administrative tasks within the accounting industry. This role involves providing high-level support to our team, managing client communications, and handling receptionist duties.

Responsibilities:

• Provide high-level support to staff personnel and partners, ensuring smooth operations within the firm.

• Prepare, review, and dispatch client correspondence as requested, maintaining clear and effective communication.

• Assemble and review final tax returns and financial statement packages before delivering them to clients, ensuring accuracy and completeness.

• Handle the intake of tax documents and complete new client setups according to firm protocol, ensuring efficient onboarding of clients.

• Organize, scan, and securely file client documents following firm protocol, ensuring easy accessibility and confidentiality.

• Manage bulk mailing of yearly organizers, ensuring timely dispatch and receipt.

• Process checks and credit card payments over the phone, ensuring prompt and accurate transaction handling.

• Perform receptionist duties such as answering and transferring calls on a multi-line phone system, greeting and assisting visitors professionally, and scheduling client appointments as necessary.

• Maintain the professional appearance of office common areas, ensuring a conducive working environment.

• Order office supplies as needed, ensuring the availability of necessary resources.

• Perform additional duties as assigned, demonstrating flexibility and adaptability. Requirements • Proficiency in QuickBooks is essential

• Prior experience in Administrative Assistance required

• Familiarity with Lacerte Tax Software greatly desired

• Experience with Sage Accounting Software would be advantageous

• Proficiency in Peachtree Accounting Software needed

• Ability to handle Individual Tax Return tasks

• Experience working in Tax Season preferred

• Familiarity with Receptionist Duties is necessary

• Excellent Email Communications skills required

• Proven ability in Scheduling tasks is essential

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .