Executive Assistant

2 weeks ago


Elk Grove, California, United States NELSON & ASSOCIATES, CPAS Full time
Job Title: Senior Executive Assistant

We are seeking a highly skilled and organized Senior Executive Assistant to join our team at Nelson & Associates, CPAs. As a key member of our office, you will provide exceptional support to our Managing Partner and ensure the smooth operation of our office.

Key Responsibilities:
  • Manage multiple projects and requests simultaneously, including scanning and sorting incoming mail and client documents.
  • Maintain organizational charts, phone distribution lists, and miscellaneous department needs.
  • Manage client onboarding by inputting client information into all client-based systems and updating as needed.
  • Assemble electronic (PDF) Tax Return documents.
  • Coordinate e-filing and acceptance of Tax Returns.
  • Prepare 1099-NEC and 1099-MISC forms.
  • Maintain and monitor tax deadlines.
  • Facilitate drop-offs and pick-ups for clients as needed.
  • Manage incoming and outgoing mail.
  • Process office billings, deposits, and vendor payments.
  • Order office and kitchen supplies and keep them refilled.
  • Work independently without frequent direct supervision.
  • Create and update internal standard operating procedures.
  • Manage a variety of personal assistant tasks and errands for the Managing Partner, including scheduling appointments, organizing travel arrangements, and handling day-to-day administrative duties to support executive efficiency and productivity.
Requirements:
  • 5+ years of office management experience.
  • Intermediate proficiency in Microsoft 365 (Office, Excel, and Outlook), Adobe Acrobat (PDF files), and QuickBooks Online.
  • Experience with Lacerte, Practice CS, and SmartVault is welcomed but not required.
  • Strong verbal and written communication and customer service skills.
  • Ability to work in a fast-paced environment and adapt to shifting priorities and deadlines.
What We Offer:
  • Competitive hourly rate: $25.00 - $32.00 per hour.
  • Full-time schedule: 40 hours per week.
  • Benefits package including 401(k) matching, health insurance, and paid time off.
  • Performance bonus.
How to Apply:

Please submit your application, including your resume and a cover letter, to [insert contact information].



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