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Assistant Office Manager (Carlsbad, Ca)
Feb. 13, 2012
San Diego, CA
Confidential
Established Tax Firm in beautiful Carlsbad Village seeks experienced Front Office Assistant.
Job Description:
* Answering Phones / Office Filing
* Client Contact - Comfortable both with phone & email correspondence
* Handling of Client Paperwork & Files - Engagement letters, Client Information Forms, Power of Attorney
* Preparation of Client Invoices
* Scheduling of Appointments
* Tracking and Entering Billable Activity
* Assemble Completed Tax Returns for Submission as well as client copies.
* Track Tax Returns & IRS and FTB Projects
* Run Out-Of-Office Errands as necessary - Bank, Post Office, etc.
* Office Event Planning
* Open and Closing of Office
Skills:
* Exceptional Writing Skills
* Experienced in Microsoft Word
* Proficient in QuickBooks - Payables & Receivables
Law Office experience a plus!
Personal Qualities:
* Works Well Independently
* Detail Oriented & Organized
* Polite, Patient, and Calm Demeanor
* Honest & Trustworthy