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Administrative Secretary

2 months ago

Chula Vista, United States Bullen, Ruch, & Neller Tax & Accounting Full time
Job DescriptionJob Description

We are looking for a professional, energetic, and self-sufficient office administrator to join our team to run the daily operations of the office. To excel at this role, the office administrator must be able to perform a variety of tasks, be dependable, detailed-oriented, organized, and be able to multitask effectively and efficiently. An ideal candidate is someone who needs minimal supervision, is proactive, possesses excellent customer service and communication skills, and enjoys working in a dynamic environment.

 

This is a full-time, permanent position, Monday – Friday, with occasional overtime and weekends during tax season. This position is on-site, and candidates must reside in Chula Vista or San Diego regions. We are not considering remote or hybrid work arrangements

Job Responsibilities:

·         Handle client interactions over the phone, through emails, and in person.

·         Maintain staff calendars and schedule client appointments.

·         Print and collate tax returns and financial statements.

·         Accurately bill in QuickBooks for services.  

·         Oversee and organize tax returns pending e-filing.

·         Track and prioritize deadlines of clients and staff.

·         Manage administrative staff during tax season.

·         Onboard and train new staff.

·         Monitor and stock office equipment and supplies.

·         Other duties as needed.

Qualifications:

·         Strong interpersonal, verbal, and written communication skills.

·         Excellent organizational, analytical, and problem-solving skills.

·         2-3 years of customer service experience.

·         Proficient in Microsoft Office Suite (Word, Outlook, Excel, Teams).

·         Ability to learn and navigate multiple software applications.

·         Mobility to perform the essential functions of the job.

Company DescriptionBullen, Ruch & Neller LLC is a small, well-established tax and accounting firm in Chula Vista which has been in business for over 80 years. We pride ourselves on our tax preparation expertise on individual, business, estate, and trust returns with our triple-review check system our clients can depend on. We also offer advanced tax, bookkeeping and accounting services for Sole Proprietorships, Corporations, S-Corps, Partnerships, LLCs, Trusts, Estates and Non-Profit Organizations. Our mission is to provide high quality tax preparations, tax planning, and retirement advising with top-rate customer service for our clients across the U.S.Company DescriptionBullen, Ruch & Neller LLC is a small, well-established tax and accounting firm in Chula Vista which has been in business for over 80 years. We pride ourselves on our tax preparation expertise on individual, business, estate, and trust returns with our triple-review check system our clients can depend on. We also offer advanced tax, bookkeeping and accounting services for Sole Proprietorships, Corporations, S-Corps, Partnerships, LLCs, Trusts, Estates and Non-Profit Organizations. Our mission is to provide high quality tax preparations, tax planning, and retirement advising with top-rate customer service for our clients across the U.S.