TaxAudit
Tax Office Administrative AssistantAt Centenal Tax Group we exist because…we help people and solve complex problems!
Centenal is a start-up company with, collectively, over 150 years of expertise in tax preparation and planning, bookkeeping and accounting, and audit defense.
We are based in Orange County, and Sacramento County with our corporate office located in Folsom, California.
Centenal offers extraordinary benefits and our company is committed to a culture where we keep the customers first, have a positive outlook, and are dedicated to the team.
If you share these characteristics and values and want to make a difference, we have an exciting opportunity for you to become an integral part of our team as a Tax Office Administrative Assistant.The Tax Office Administrative Assistant provides administrative support to the Centenal’s Tax Professionals, clients, and other staff by handling information requests, receiving visitors and vendors, and performing clerical functions such as scheduling meetings and appointments, planning events, and assists with projects.Essential functions:Answer phone calls and direct calls to appropriate parties or take messages.Sort and distribute incoming correspondence including mail and faxes.Receive visitors, clients and vendors and direct them to appropriate people or places following security and department procedures.Schedule client appointments.Perform basic bookkeeping work, including invoicing clients, entering credit card charges into accounting software.Prepare Power of Attorneys.Bind, package and distribute client tax returns.Additional responsibilities:Day to day administrative tasks such as ordering and distributing supplies, running errands, deposits, shipping, accompany service vendors while in the building.Help with projects as assigned.Skills and Qualifications:Ability to maintain the highly confidential nature of tax information.Personal computer skills including experience with accounting software.Tact, above average communication skills, ability to work effectively with both employees and managers.
Ability to convey a positive and professional image.The ability to communicate information and ideas clearly so that others will understand.Ability to work independently and as a team member.Physical Requirements:Ability to sit for long periods of time.Vision: Requirements of this job include close vision.Speaking/Hearing: Ability to give and receive information through speaking and listening.Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday.