Upland CPA firm 请人文职人员

💸 薪水：面议

🏢 地点：Upland 圣贝纳迪诺县

🍻 分类：助理文员

🕕 时间：04/10/23

💬 联系：6262823700

Office assistance

Job Duties:
- Managing, organizing, and storing all client files electronically or in file room cabinets,
- Tracking tax filing deadlines for each client and communicating timely to the Partners/Managers;
- Scheduling client appointments for Partners/Managers;
- Inputting basic background data of new clients to Lacerte (tax program);
- Printing and binding hard copy client tax returns;
- Tracking billing to clients and collections;
- Sorting tax reports properly for completeness and mailing to tax agencies;
- Interacting with clients visiting the office and guiding clients to sign off tax returns and other documents;
- General office administrative tasks and other tasks as assigned by the Partners/Managers.

Qualifications:
- Multi-tasking and able to work under deadline pressure
- Detail-oriented
- Great people skills
- Highly ethical
- Familiar with MS Word and Excel
- Past working experience at accounting firm will be a plus
- Fast learner

Work Location: Upland, California

To apply for this position, please send your resume to [email protected]

联系时请说是在美国工作网上看到的😎