Navolio & Tallman LLP · 1 day ago
Tax Administrative Assistant
Walnut Creek, CA
Full-time
Hybrid
Entry Level
$55K/yr - $68K/yr
2+ years expNavolio & Tallman LLP is seeking a Tax Administrative Assistant for their Walnut Creek, CA office. The role involves preparing and managing client documents, supporting client onboarding, and assisting with billing tasks to ensure smooth operations within the firm.
AccountingAdviceFinancial ServicesManagement Consulting
Hiring Manager
Anastasia Sinkevich, PHR
Responsibilities
Prepare, manage, and distribute client documents and communications, ensuring personalization, accurate tracking, and proper recordkeeping; maintain and update client databases
Support client onboarding by collecting and reviewing documentation, setting up records in firm systems, and completing necessary approvals
Prepare and review tax and audit/assurance assemblies; administer client e-file submissions, monitor status, and maintain related records
Coordinate outsourcing by sending client documents to external teams and tracking progress and completed work
Assist with billing tasks and provide general operational support, including overflow work, special projects, and administrative tasks to ensure smooth firm operations
Train new team members in administrative processes, as needed
Qualification
Required
2+ years of administrative experience in a professional services or accounting firm preferred
Experience with professional services or firm management software is a plus; candidates should be able to quickly adapt to new tools and systems
Advanced Microsoft Excel skills, including formulas, pivot tables, and data analysis as well as strong proficiency in Word and DocuSign
Familiarity with time entry systems, billing platforms, and client portals
Excellent organizational and multitasking abilities, strong communication skills, with keen attention to detail
Ability to manage multiple priorities and deadlines with accuracy and professionalism
Benefits
State of the art equipment
Firm events that help our staff foster personal connections
Promote collaboration in the workplace
Company
Navolio & Tallman LLP
Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.
51-200 employees
H1B Sponsorship
Navolio & Tallman LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
John Kennedy
Chief Financial Officer
Celia Lau, CPA, MST
Partner
Company data provided by crunchbase