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Tax & Accounting Support

Los Angeles

DLD Accountancy, LLP

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HR
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Start your new year off right!!

Our Los Angeles based CPA, Tax, Accounting, and Business Management firm is looking for an individual to join our Tax & Accounting Support team.

Position Overview

We are looking for a secretarial/administrative individual that has experience working in an office environment, preferably at a CPA firm. The position is full time. The position also requires overtime and some Saturday’s during tax season. This individual should have experience with supporting a tax and accounting department with collating, assembly, and processing of tax returns as a main focus, along with general administrative office tasks and responsibilities and perhaps supervisor experience as well.

This position will support the firm’s professional staff in the areas of Tax & Accounting. Experience in a public accounting firm or involving the areas of Tax & Accounting is a definite plus! Some bookkeeping experience could also be helpful but not a requirement.

Primary responsibilities include:

  • Ability to supervise the support department, act as a leader and meet due dates and deadlines
  • Delegate workflow between team members
  • Collate, assemble, organize and process tax return documents
  • Prepare client invoices
  • Assist with client payment collections
  • Dictations - transcribe and edit letters
  • Maintain filing system
  • Maintain client documents and files
  • Scanning documents for electronic archive
  • Prepare various types of letters for professional staff
  • Set up of new clients
  • Coordinate and track tax return extensions
  • Direct communication with firm clients via phone, email, and fax
  • Communicate with various firm vendors
  • Provide administrative support as needed to staff
  • Manage appointments and various calendars for partners and staff
  • Saturday work schedule as needed during tax season

We are looking for candidates who understand the importance of CLIENT SERVICE and who are eager to contribute to the firm’s continued success.  Candidates must have strong communication skills, and be outgoing and personable, as this position requires superior customer service and TEAMWORK.

We work hard and are looking for individuals who are motivated by a great team environment and seeing great results. Candidates with an interest in gaining further knowledge in the field of Tax & Accounting, also a plus.

In this fast-paced environment, candidates must be hardworking, driven, focused, self-motivated, reliable, DETAIL-ORIENTED, and have the ability to supervise, and multitask.

Candidates with great communication skills and 3-5 years of supervisor experience in a secretary/administrative position at a CPA firm are ideal. 

Candidates should be proficient in OUTLOOK, EXCEL and WORD. Lacerte tax software experience is a plus.

If interested, please submit cover letter and resume.

Compensation based on experience (range 47,000-55,000)

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Ad Number 00003364