AddsVal · 12 hours ago
Administrative Associate
Pleasant Hill, CA
Full-time
Onsite
Entry Level
1+ years expAddsVal CPAs & Advisory is seeking a detail-oriented and proactive professional to join their team as an Administrative Associate. This role combines accounting support, client services, and administrative responsibilities to ensure smooth operations and excellent client experiences.
Business Consulting and Services
Hiring Manager
Sunitha Anand, CPA, CTC
Responsibilities
Serve as the first point of contact for clients by phone, email, or in person
Coordinate client onboarding, scheduling, and document requests
Maintain strong client relationships by providing timely responses and follow-up
Support client communications related to billing, services, and project updates
Prepare financial reports, spreadsheets, and client statements under the supervision of senior staff
Support tax preparation by organizing and inputting client-provided data
Maintain accuracy and confidentiality of financial records
Manage calendars, schedule meetings, and coordinate office activities
Prepare correspondence, proposals, and reports
Maintain electronic and physical filing systems for client records and firm documents
Oversee daily office responsibilities, purchase supplies, and communicate with vendors for coordination
Work closely with the CEO and provide daily support to ensure efficient management of executive responsibilities. Assist with scheduling, communications, and coordination of administrative tasks to facilitate the CEO’s workflow and priorities
Qualification
Required
Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field
1–3 years of experience in accounting, administrative, or client service roles
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Strong communication, organizational, and time-management skills
Ability to maintain confidentiality and handle sensitive information
Team-oriented mindset with the ability to work independently
Preferred
CPA firm or professional services experience
Experience with QuickBooks or similar accounting software
Working knowledge of Quickbooks
Benefits
Competitive compensation and benefits package.
Exposure to both accounting and client service functions with opportunities for professional growth.
Company
AddsVal
Controller and Accounting Solutions: -General Accounting in compliance with GAAP -Month End Close -AP and AR management -Audit Readiness -Technical Accounting and Reporting -Process improvement and system implementation Fractional CFO and Finance Solutions: -Interim CFO Leadership -Budgeting and Forecasting -Financial Planning and Reporting Accounting Outsourcing: -End to End management of accounting function -Act as extension of your current team -Scale and grow in a cost-effective manner
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase