Our Los Angeles based CPA, Tax, Accounting, and Business Management firm is looking for an individual to join our Tax & Accounting Support team.
We are looking for an experienced individual, with a background in tax & accounting support with collating, assembly, and processing of tax returns as a main focus, along with general administrative office tasks and responsibilities.
Supervisor experience in an administrative environment is required, with a minimum of 3-4 years experience. Applicants must have the following tax experience:collating tax returns, filing, processing of various tax, accounting, and payroll related documents and general office and administrative duties. 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 required. Some bookkeeping experience could also be helpful.
Primary responsibilities include:
Ability to supervise the support department and meet strict deadlines
Act as a leader for the department to meet all tax filing requirements and due dates
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
Maintain filing system
Help maintain the main tax and pension plan filing
Maintain client documents and files
Scanning documents for electronic archive
Prepare various types of letters for professional staff
Sort and deliver mail
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
Answer/ direct phone calls as needed
Manage appointments and various calendars as needed
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 and proven 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:
Professional, hard working, driven, focused, self-motivated, reliable, DETAIL-ORIENTED, WELL-ORGANIZED, ability to supervise, multitask, meticulous and timely follow through, team player, and an excellent communicator.
Candidates with 3-4 years of supervisor experience in an Administrative and/or Support office environment. Candidates must have willingness to learn and ability to think outside the box. Strong and proven communication skills also required as this position involves daily client interaction.
Candidates must be proficient in OUTLOOK, EXCEL and WORD. Lacerte tax software experience is also required.
Additional Salary Information: Negotiable based on experience
About DLD ACCOUNTANCY, LLP
Our Los Angeles based CPA, Tax, Accounting, and Business Management firm's mission is to provide outstanding service and meaningful guidance in the areas of income tax planning, tax return preparation, accounting, and business management to clients who require and value personal service, superior technical expertise and professional staff who are continually attentive to clients’ needs.
We also assist with asset management, retirement and estate planning utilizing a holistic approach and creative solutions in all areas of a client’s financial life. We endeavor to accomplish this in an extraordinary environment, filled with caring people, that nurtures both the client and our team members.