SD Mayer and Associates Hiring for Tax Administrative Assistant Job at San Mateo, CA Full Time

SD Mayer & Associates is a full service accounting firm with offices located in San Mateo, San Francisco, and Menlo Park. The firm’s comprehensive services include tax preparation, assurance services, outsourced accounting, wealth management, employee retirement planning, and business consulting. The firm is looking for a Tax Office Administrator with a few years of experience to join our San Mateo office. Duties include:

Core Responsibilities:

• Handle private, privileged and sensitive information with absolute confidentiality
• Assembly of tax returns, financial statements and other presentation materials.
• Log and maintain tax return status in our practice management software
• Scanning, sorting and copying client documents
• Manage firm and office document processes, including file storage, organization, scanning projects and shredding schedules
• Manage database for due date tracking of tax returns
• Answer telephone, screen and direct calls, queries from the public, and take and relay messages while maintaining firm and client confidentiality
• Sustain organized appearance of office
• Manage and monitor firms Sharefile portal where clients transfer information back and forth from the firm

Duties may also include:

• Maintain schedules and calendars, arrange meetings, staff meals, and appointments
• Ensure the timely delivery of tax returns once completed, by mail or special delivery.
• Set up and maintain client information in firm database
• Process and distribute mail, generic/main incoming emails
• Other duties as may be assigned by Partners, Accountants, and Office Manager

Must Have:

• Professional and pleasant demeanor; must have self-control and stay calm in all situations
• Basic computer skills and knowledge of Excel and Word
• Telephone etiquette and customer service skills
• Excellent written and verbal communication
• Demonstrated tact, diplomacy, and good judgment
• Ability to quickly learn office specific programs

Office Hours:

• Must be able to work 8:00 AM to 5:00 PM Monday through Friday
• Must have evening and weekend flexibility during tax season (February through April)

Compensation:

• Compensation: Competitive Hourly Wage and Overtime
• Benefits: Medical, Dental and Vision, Gym Reimbursement, Cell Phone Reimbursement
• Unlimited PTO
• 401k and Year End Bonus

Job Type: Full-time

Pay: $25.00 – $35.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• Overtime

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• San Mateo, CA 94402: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location