TAX OFFICE MANAGER & TAX ASSISTANT

Seasonal Position – Full Time (Every tax season)
January; Part-Time Mon – Fri flexible schedule 10-15 hours per week
February through April 15; Full Time Mon – Fri 9am – 5pm or 8:30am – 4:30pm
This is not a remote position. The office is located in Santa Rosa CA
Pay Range: $35-$40 per hour, depending on experience, plus benefits
Maureen Weinstein has been practicing public accounting since 2001. She started her own practice in 2003. This position is working directly with her and other staff members providing management of the office, Maureen’s schedule, support to tax preparers by sorting, scanning and entering various data into tax returns and being responsive to client needs. Maureen provides a great deal of one-on-one training to be sure you are comfortable in your job. The office environment will be quiet as tax preparers are mostly remote, so you may be the only one in the office besides Maureen most of the time. The office has been recently renovated and is in a beautiful complex with plenty of easy parking.
The ideal candidate will enjoy managing a business, be comfortable in a computerized environment with cloud based programs, be looking for a quiet environment where there is not a great deal of continuous interaction with a lot of other employees, and enjoy providing excellent customer service to long term clients. For CPA candidates, this is an excellent opportunity to learn and apply tax knowledge and accumulate general experience hours for your licensure.

The following are attributes that are of most importance:

• · Several years’ experience managing a professional office
• · Very reliable, organized, focused, and enjoy working independently
• · Be able to follow directions and complete tasks on time
• · Enjoy working in an office alone and in small teams
• · Comfortable and patient with client interaction
• · Enjoy working with cloud based programs and office equipment
• · Quick to learn computerized systems and eager to learn new things
• · Excited to have the opportunity to come back year after year for tax season and have the remainder of the year to pursue other things of importance
• Manage Office, including Maureen’s schedule and Client Base
• Be responsive to client needs (phones, emails, appointments, client requests)
• Provide support to tax preparers
• Keep office and workflow organized
• Scanning and simple input of various basic components of a tax return (no experience necessary; full training provided if high level computer competency)
• Associates Degree or higher
• 5 years’ experience managing a professional office
• 5 years’ experience with basic computer programs, including Outlook
• Must be confident in a digital environment (scanning, emailing documents, uploading files, working in cloud based programs, mail merging)
• Must have experience with Adobe Acrobat, but not an expert
• Courteous, good communication skills & be organized and detail oriented

Job Type: Seasonal
Pay: $35.00 - $40.00 per hour
Expected hours: 40 per week

Benefits:

• Paid sick time
• Paid time off
• Paid training
• Retirement plan

Experience:

• Professional Office: 5 years (Required)

Ability to Commute:

• Santa Rosa, CA 95404 (Required)

Work Location: In perso

Please refer the Job description for details