Job Description
Benefits:
- 401(k) matching
- Performance-based bonuses
- Dental insurance
- Free food and snacks
- Health insurance
- Opportunities for career advancement
- Paid time off
Tax & Accounting Administrative Assistant
- Position Type: Full-time
- Experience Level: Entry Level
- Department: Administrative
- Reports To: Business Support Supervisor
- Location: Honolulu, HI
- Compensation: Hourly
- FLSA Status: Nonexempt
Position Overview:
We are seeking a highly organized and detail-oriented Tax & Accounting Administrative Assistant to provide essential support to our tax and accounting team. The role requires collaboration with teams from across the country, including our sister company in California, to ensure efficient and effective client service. This position involves a wide range of administrative tasks, such as assisting with tax returns, managing billing processes, and overseeing firm management systems.
We are looking for someone who is passionate, self-driven, and thrives in a team-oriented environment. The ideal candidate should be organized, client-service focused, and have a keen eye for detail. A business-related degree or experience in a CPA or legal firm is preferred.
Key Responsibilities:
1. Tax Return Support:
- Assist with the preparation and filing of tax returns.
- Coordinate tax return schedules and manage deadlines for the team.
- Ensure the timely filing of extensions and maintain accurate tax return databases.
2. Team Support:
- Provide direct support to the team by handling tasks such as copying, scanning, mailing, and organizing documents.
- Communicate with clients and vendors to schedule meetings, both in-person and virtually.
- Assist in setting up new client files and preparing engagement letters.
3. Firm Management System (CS Practice):
- Manage client and project information in the firm's practice management system.
- Ensure up-to-date client databases and documents are organized and securely saved.
- Collaborate with the team to ensure smooth processes across both locations.
4. Billing and Accounts Receivable:
- Prepare and send invoices, track Work in Process (WIP), and assist with billing inquiries.
- Manage Accounts Receivable, ensuring timely payments and follow-up on past-due balances.
- Assist with remote deposits and monitor bank transactions.
5. Additional Administrative Support:
- Provide front desk backup, including greeting clients, answering phones, and scheduling meetings.
- Actively contribute to maintaining a positive, collaborative team environment.
- Ensure all tasks are completed in a timely manner and meet deadlines.
6. Other Responsibilities:
- Participate in ongoing training and seek professional development opportunities.
- Support community engagement efforts through company-sponsored volunteering programs.
- Maintain confidentiality and demonstrate a high level of professionalism.
Qualifications:
- Education: A degree in business or a related field is preferred, but not required.
- Experience: At least one year of administrative assistant experience is preferred.
- Computer Skills: Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is required; familiarity with Adobe Acrobat and CS Practice is a plus.
- Other Requirements: Ability to work additional hours or weekends as needed. The applicant must be based in Oahu, or willing to relocate (please specify relocation plans in your cover letter).
Why Work with Us?
We are proud to be recognized as one of the Best Places to Work in Hawaii for over a decade. We value our employees' well-being and offer a comprehensive benefits package, including:
- Full medical, dental, and vision coverage
- 401K with matching and profit sharing
- Generous paid time off, including holidays and volunteer hours
- Daily employer-provided lunch
- Career development opportunities
- And more!
If you're passionate about providing top-tier client service and looking for a place where your contributions are valued, we'd love to hear from you!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Job Tags
Hourly pay, Full time, Work at office, Remote work, Relocation, Weekend work,