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Administrative Assistant

1 month ago

Solana Beach, California, United States Block And Associates APC Full time
Job Summary

We are seeking a highly organized and detail-oriented Tax Processor/Administrative Assistant to join our team at Block And Associates APC. As a key member of our financial services team, you will play a critical role in supporting our tax preparation and administrative functions.

Key Responsibilities
  • Document Management: Scan and manage client workpapers, ensuring accurate and efficient processing.
  • Tax Return Preparation: Prepare client tax return deliverables, including payment vouchers, envelopes, and client instruction letters.
  • Administrative Support: Provide general administrative assistance, including mail and filing tasks.
  • Office Operations: Maintain a high level of organization and productivity in the office environment.
Requirements
  • Previous Office Experience: Proven track record of working in an office environment, with a strong understanding of administrative procedures.
  • Technical Skills: Proficient in Microsoft Office (Word and Excel) and able to learn new software applications quickly.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to work effectively with clients and colleagues.