Administrative Assistant (Tax) | CPA Firm Office Support

Located in San Jose, CA

Salary: $30.00-$36.00

Job Title: Administrative Assistant (Tax) | CPA Firm Office Support
Location: San Jose, CA
Schedule: Full-time | Monday-Friday, 7:30 AM-4:00 PM
Position Type: Contract-to-Hire
Pay: $30.00-$36.00/hour

 

About the Opportunity

A busy accounting and tax services firm in San Jose is seeking a detail-oriented Administrative Assistant to support tax preparation, document management, client communications, billing activities, and general office operations. This role is ideal for an organized professional with advanced Microsoft Office skills who thrives in a deadline-driven environment and enjoys supporting a professional services team. Overtime may be required during peak tax seasons.

 

Duties

• Prepare, edit, format, revise, and distribute correspondence, reports, spreadsheets, tax documents, and other business materials.
• Assist with tax return assembly, billing, collections, document scanning, filing, and records management.
• Provide front desk support by answering phones, greeting visitors, and assisting staff with administrative projects.
• Create and maintain templates, mail merge documents, and standardized office forms.
• Review and proofread documents for formatting, grammatical, and typographical accuracy.
• Retrieve, revise, and update stored documents and database records as needed.
• Operate office equipment including printers, copiers, and scanners while troubleshooting routine issues.
• Support reporting and presentation needs through the creation of tables, charts, and other graphical materials. 

Requirements

• Advanced proficiency with Microsoft Word, Excel, Outlook, and other Microsoft Office applications.
• Experience creating templates, performing mail merges, and utilizing macros.
• Strong written and verbal communication skills with excellent business English proficiency.
• Exceptional attention to detail and commitment to producing accurate work.
• Experience with document preparation, data entry, and records management.
• Ability to prioritize multiple deadlines in a fast-paced office environment.
• Strong interpersonal skills and ability to work collaboratively with staff and clients.
• Previous administrative support experience in an accounting, tax, financial, or professional services environment preferred.
• Must be authorized to work in the U.S.

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