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DATE ADDED: Thu 20/09/2018

Administrative Assistant

Santa Rosa, USA


Job Description

Administrative Assistant/Receptionist



· Answer phones and Greet clients

· Scheduling Appointments

· Document Processing

· Assembly of Client Tax Returns

· Data Entry

· Will perform general clerical duties including but not limited to A/R, A/P, filing, photocopying, scanning, faxing, typing, and mailing
· Assist with special projects as needed.

· Track client returns through to completion.

· Utilization of computers programs, such as: Word, Excel, Sage (Peachtree), BillQuick Software,

E-mail, Lacerte Tax Software, Scanning, Quick Books, etc.



· Professional appearance and communication skills both written and verbal

· Some knowledge of tax return process.
· Some College or equivalent knowledge in office and accounting procedures.
· Accurately keystroke a minimum of 40 wpm and 10-key calculators by touch
· Proficient on Microsoft Office applications including Word and Excel.

· Ability to follow procedures with attention to detail and accuracy.
· Multi-tasking ability.
· Strong organizational skills.
· Versatility, flexibility, and a willingness to work with constantly changing priorities.

· Ability to prioritize projects and to track projects in progress.
· Ability to maintain a consistent positive attitude.

· Understanding confidentiality of client information.
· Ability to work independently and/or as part of a team.
· Ability to console frustrated clients.

Company Description
We are a small CPA Firm in Santa Rosa and are seeking an administrative assistant. This is available to start immediately. This position has the following duties: Reception, Scheduling, Greeting, Document Processing, Photocopying, Faxing, Outgoing Mail, Assembly, Data Entry, etc...

Role: Administrative Assistant
Job Type:
Location: Santa Rosa,

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