Workflow and Compliance Expert

2 weeks ago


Novato, California, United States Morling & Company Full time
About Us

Morling & Company is a respected public accounting firm that provides exceptional service to our clients while fostering a positive and enjoyable work environment.

We are seeking a skilled Tax Administrator to join our team as a Document Management Specialist, who will play a vital role in maintaining our paperless office.

Responsibilities
  • Document Scanning: Scan and digitize client documents, including tax returns and financial records.
  • Quality Control: Ensure that all files are clear, complete, and stored accurately within our digital filing system.
  • Administrative Support: Provide administrative assistance to our team, including answering phone calls, scheduling, greeting clients, and data entry.
Requirements
  • Attention to Detail: You take pride in doing things right the first time, even with repetitive tasks.
  • Comfort with Technology: Familiarity with scanners, computers, and digital file management will help you excel.
  • Positive Attitude: You're proactive and enjoy being part of a team.
  • Background in Public Accounting: Experience in public accounting or law firms, with a foundational understanding of taxes and accounting, is essential.
What We Offer
  • Competitive Salary: $62,000 - $72,000 per year, depending on experience.
  • Benefits: 100% health, vision, and dental for employee and 50% family, holiday parties, professional development opportunities, and a flexible work environment.


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