Pooley & Pooley, CPAs · 2 days ago
Administrative Associate - CPA Firm
Santa Rosa, CA
Part-time
Onsite
Entry Level
1+ years expPooley & Pooley, CPAs is a full-service CPA firm specializing in accounting and financial services. The Administrative Associate provides critical administrative and operational support to the accounting team and firm management, ensuring efficient office operations and client communications.
Accounting
Hiring Manager
Angela Pooley, CPA
Responsibilities
Document and Tax Processing: Process and assemble tax returns, financial statements, and other client deliverables. Manage the secure electronic filing and physical organization of client documents, receipts, and invoices
Client Communication: Serve as a primary point of contact for clients, answering and directing phone calls and emails, scheduling appointments, and ensuring a professional and timely response to inquiries
Office Administration: Manage office equipment (printers, scanners, phone systems), order supplies, sort and distribute mail, and maintain the professional appearance of common areas and meeting rooms
Data Entry and Records Management: Perform data entry into the firm's accounting and practice management software, maintain accurate client records, and ensure data integrity across all systems
Billing and Financial Support: Assist with administrative processing of client invoices, accounts receivable, and accounts payable, including tracking expenses and helping with bank deposits
Project and Deadline Management: Coordinate administrative tasks to meet strict deadlines, particularly during tax season, and provide general support for special projects as assigned
Qualification
Required
Proven administrative or assistant experience, preferably at least 1-3 years in a fast-paced office environment. CPA firm or general accounting experience is a plus
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with data management and cloud storage systems
Excellent organizational and time-management skills with the ability to multitask and prioritize tasks effectively
A keen eye for detail and a commitment to accuracy are fundamental in a financial setting
Exceptional written and verbal communication skills, with a professional and courteous demeanor for client interaction
The ability to handle sensitive and confidential information with integrity and discretion is essential
Preferred
Familiarity with accounting software such as QuickBooks
An Associate's or Bachelor's degree in Business Administration, Accounting, or a related field
Company
Pooley & Pooley, CPAs
We are a full service CPA firm offering a wide range of accounting, bookkeeping, consulting, estate and trusts, and tax services.
Founded in 2011Santa Rosa, California, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase