Experienced Administrative Support Specialist

4 days ago


La Mesa, California, United States Fick Bravo & Associates Full time
Administrative Assistant Job Summary

Fick Bravo & Associates, a respected tax preparation firm, is seeking an experienced Administrative Assistant to support our tax professionals. This role involves utilizing Lacerte tax software, managing CRM client portals, and handling high volumes of communications.

About Our Firm:

  • We are a well-established company with a strong reputation for exceptional service.
  • We are committed to providing a dynamic and fast-paced work environment.
Key Responsibilities:
  1. Prepare and process tax returns using Lacerte software.
  2. Maintain and update client information through our CRM portal.
  3. E-file and paper file tax returns accurately and efficiently.
  4. Communicate with clients regarding voucher payments and provide guidance on procedures.
  5. Manage a high volume of emails and phone calls, ensuring timely and professional responses.
  6. Organize and scan documents for tax preparation and record-keeping.
  7. Schedule appointments and maintain calendars for tax professionals.
  8. Prepare files for the data entry team and check-in files as needed.
  9. Follow up with clients regarding outstanding invoices.

Requirements:

  • 3-5 years of experience in tax preparation administration.
  • Proficiency with Lacerte tax software and CRM client portals.
  • Excellent communication and organizational skills.
  • Ability to handle multiple tasks and prioritize responsibilities.
  • Experience with appointment scheduling and calendar management.
  • Familiarity with e-file and paper file tax return processing.
  • Ability to work independently and collaboratively in a fast-paced environment.

Compensation:

  • A competitive hourly rate of $24.25-$30.75 per hour, based on experience.
  • A comprehensive benefits package, including 401k, medical reimbursement, and PTO.

Job Details:

  • Full-time position.
  • $25.75 per hour (estimated based on experience).
  • 40 hours per week.


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