Atherton & Associates, LLP. Tax, Assurance & Consulting · 20 hours ago
Office Assistant
Sonora,CA,US
Full-time
Onsite
Entry Level
1+ years expAtherton & Associates, LLP is a Tax, Assurance & Consulting firm seeking a polished and professional Office Assistant. This role involves being the first point of contact for clients, managing administrative tasks, and ensuring exceptional client service within a fast-paced environment.
AccountingConsultingEmployee BenefitsFinancial Services
Responsibilities
Assist with front desk operations, delivering exceptional client service with a high level of professionalism
Manage incoming calls, emails, and inquiries, directing them to appropriate team members as needed
Perform data entry, filing, and document proofreading to ensure accuracy and organization
Utilize Microsoft Office Suite to prepare reports and handle professional correspondence
Assist with calendar management by scheduling appointments, coordinating meetings, and maintaining accurate availability
Conduct clerical tasks such as typing, photocopying, scanning documents, and maintaining organized records
Assist with bookkeeping tasks using QuickBooks or similar accounting software for basic financial record-keeping
Provide back-office support related to tax return filing
Qualification
Required
1–3 years in a receptionist, administrative assistant, or customer service role (professional services experience preferred)
Strong verbal and written communication skills with a client-first mindset
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfort with scheduling systems
Experience managing multi-line phone systems while maintaining professional phone etiquette
Ability to manage multiple tasks with accuracy and attention to detail
Professional and polished demeanor and appearance
Dependable, organized, and proactive with a strong sense of ownership
Familiarity with QuickBooks for bookkeeping or basic accounting tasks is a plus
Company
Atherton & Associates, LLP. Tax, Assurance & Consulting
Atherton & Associates, LLP was founded almost a century ago by the merger of two of the area's most successful accounting firms.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Craig Schaurer, CPA
Tax Partner
Janet Pelton, CPA
Estate and Trust Partner
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