Financial Services Coordinator

10 hours 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 be responsible for providing administrative support and ensuring the smooth operation of our tax processing department.

Key Responsibilities
  • Document Management: Scanning and organizing client workpapers, ensuring accurate and efficient processing.
  • Tax Return Preparation: Preparing client tax return deliverables, including payment vouchers, envelopes, and client instruction letters.
  • Administrative Support: Providing general administrative assistance, including mail and filing tasks.
Requirements

To be successful in this role, you will need:

  • Previous office experience, preferably in a financial services environment.
  • Proficiency in Microsoft Office, particularly Word and Excel.
  • Excellent organizational and time management skills.
  • A strong attention to detail and ability to work accurately in a fast-paced environment.
What We Offer

As a Tax Processor/Administrative Assistant at Block And Associates APC, you will have the opportunity to work in a dynamic and supportive team environment. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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