Office Assistant

1 month ago


Oakland, United States Krutilla & Associates Inc Full time
Job DescriptionJob Description

Responsibilities including but not limited to:

  • Assist with the inflowing and outflowing of tax documents from clients by copying, scanning, organizing, referencing, and updating documents from clients
  • Emailing and calling clients to request for documents
  • Coordinate with our office administrators to collate and assemble complete tax files for clients and return tax documents to client
  • Assist with mailing, faxing, and emailing documents to client and various taxing authorities
  • Maintain and update internal database with client details
  • Upload and download tax documents to and from client portal
  • Provide administrative support where necessary to ensure a positive experience for clients
  • Some Data entry and special projects as assigned

Qualifications:

  • Minimum High School Diploma or Equivalent; AA degree preferred.
  • Detail-oriented and professional; Self-driven and ability to work independent and be a team player
  • Ability to make logical decision based on firm protocol and procedure
  • Must be able to handle confidential information
  • Must have ability to prioritize projects, multitask and follow through with projects
  • Enjoy a face-pace work environment and stay-cool in a deadline driven industry
  • Proficiency in Outlook, Excel, Word, PowerPoint
  • Prior work experience in an office environment is desired



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