Administrative Assistant / Receptionist
4 days ago
Covina
Job Description Join Our Team in the Heart of Downtown Covina! About Us We’re a friendly bookkeeping and tax preparation office committed to providing exceptional service to our clients. From basic accounting and payroll services to tax preparation, audits, and tax planning, we take pride in offering reliable, high-quality support to individuals and businesses. If you enjoy helping people, staying organized, and being part of a supportive team, we’d love to meet you! What We’re Looking For We’re open to entry-level candidates who bring the right attitude—professional, motivated, and eager to learn. The ideal candidate will have: • Strong verbal and written communication skills, • A warm, customer-focused approach, • Excellent organizational skills and attention to detail, • Strong multitasking and time-management abilities, • Resourcefulness and a proactive mindset, • Comfort using office equipment (scanners, printers, etc.), • Basic computer proficiency and willingness to learn new software As our Administrative Assistant – Tax & Accounting, you will help ensure the office operates efficiently and that clients feel well cared for. Responsibilities include: • Answering, screening, and forwarding phone calls; responding to text and portal messages, • Greeting clients and directing them to the appropriate staff member, • Scheduling and managing appointments for the team, • Collecting, organizing, and recording payments, • Receiving, sorting, and distributing incoming mail; preparing and tracking outgoing mail, • Sorting, organizing, and scanning client tax documents in the order received, • Assisting clients with picking up and signing their tax returns, • Managing and transmitting completed tax returns, • Performing clerical duties such as filing, photocopying, and faxing We value our team and offer: • Retirement plan, • Health benefits, • Paid time off and paid holidays, • Off-Season: Monday–Friday, 11:00 am – 5:00 pm