Tax Professional Assistant

3 days ago


El Segundo, California, United States John W Weldon CPA Full time

Job Title: Tax Professional Assistant

Salary Estimate: $60,000 - $80,000 per year

We are seeking a highly skilled Tax Professional Assistant to join our team at John W. Weldon CPA in Los Angeles. As a key member of our front desk, you will be responsible for providing exceptional customer service, managing phone calls, scheduling appointments, and maintaining accurate records.

Key Responsibilities:

  • Assist with front-desk duties, including answering phone calls, taking messages, and greeting clients
  • Routing calls, taking messages, greeting clients
  • Comfortable with multi-line phones and multi-tasking
  • Comfortable with high-volume inbound calls
  • Making outbound calls to clients to ensure accurate information
  • Scheduling meetings and appointments
  • Maintaining front-desk area, copying, scanning, and filing (electronic and manual files)

Requirements:

  • 3 years of experience as a Receptionist or similar role
  • High level of administrative, organizational skills, and attention to detail
  • Good written and verbal communication skills
  • Ability to respond quickly, effectively, and flexibly
  • Able to work on own initiative, prioritize workload, and meet deadlines

Preferred Qualifications:

  • Experience with tax preparation or tax assembly
  • Ability to work with confidential information and data
  • Knowledge of applicable federal, state, and local tax returns and their assembly and filing requirements
  • Proficiency in using firm applications and software


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