Rizvi & Rizvi CPAs ยท 2 days ago
Accounting Administrative Assistant
Orange County, CA
Full-time
Onsite
New Grad, Entry LevelRizvi & Rizvi CPAs is a family-owned accounting firm with over 35 years of experience. They are seeking an Accounting Administrative Assistant to perform a variety of administrative tasks, manage client documents, and support the team with clerical duties to ensure efficient workflows.
AccountingConsultingFinancial Services
Hiring Manager
Madiha Rizvi
Responsibilities
Answer and route incoming phone calls in a professional manner
Greet clients and visitors
Open, sort, and distribute incoming and outgoing mail
Prepare tax return and financial statement deliverables to be sent to clients
Manage, track, and organize client documents and files
Assist with scheduling appointments and coordinating calendars
Manage and assign work to employees as directed
Maintain office organization and handle routine administrative tasks
Support the team with general clerical duties and special projects as needed
Collaboration with team members to ensure efficient workflows
Qualification
Required
Answer and route incoming phone calls in a professional manner
Greet clients and visitors
Open, sort, and distribute incoming and outgoing mail
Prepare tax return and financial statement deliverables to be sent to clients
Manage, track, and organize client documents and files
Assist with scheduling appointments and coordinating calendars
Manage and assign work to employees as directed
Maintain office organization and handle routine administrative tasks
Support the team with general clerical duties and special projects as needed
Collaboration with team members to ensure efficient workflows
Preferred
Prior administrative or office experience preferred
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with accounting and document management software such as QuickBooks, (Online and/or Desktop), and SharePoint is a plus
Familiarity with Adobe (PDF preparation, scanning, and organization)
Strong organizational skills with attention to detail
Professional, friendly communication style with clients and staff
Effective communication skills and the ability to work collaboratively
Benefits
Benefits are available after 90 days.
Company
Rizvi & Rizvi CPAs
Rizvi & Rizvi CPAs is a financial consultancy that focuses on tax preparation and small business accounting services.
Founded in 2001
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Fariha Rizvi
Partner
Company data provided by crunchbase