Administrative Assistant - Tax

Job Details

Level

Experienced

Job Location

PL - Pleasanton, CA

Position Type

Full Time

Education Level

High School / G.E.D.

Salary Range

$24.00 - $30.00

Travel Percentage

Infrequently - <5%
Job Category
Admin - Clerical
Description
Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for a high-energy, enthusiastic, driven, and experienced Administrative Assistant to join our Tax team. If you’re looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining the Sensiba team!
Named a Top 100 Accounting Firm and Top Workplace USA, we’re recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.
In 2018, we became a certified B Corporation (B Corp). The B Corp certification distinguishes companies that use the power of business to solve social and environmental problems. It helps us better assess how our core values align with our daily operations and identify where we can improve.
Position Summary
The Administrative Assistant role provides administrative support to the Firm's Tax department, as well as supporting Firm Partners. We are looking for the right person to help the Firm, Partners and staff perform at a high level, while building trust in the marketplace. As the first friendly face that clients and visitors see when they walk in the door, this important role helps demonstrate the integrity and culture of the Firm. The Entry-Level Administrative Assistant is patient, kind, and approachable. Among the essentials of the position, we are looking for someone who provides courteous phone reception skills and professionalism. This position will be based in our Pleasanton, California location and is a full-time position. Working hours during our busy season (January - April and September - October) are Monday - Friday in office. Working hours during non-busy season are Monday - Thursday with remote work option on Fridays.
Responsibilities

• Complete new client onboarding administrative tasks
• Outlook Calendar management
• Scanning and printing
• Updating Bill.com monthly invoices
• Updating VPM software system with project statuses or staff additions/changes
• Scanning documents to electronic database as well as QC of scanned files
• Provide excellent internal and external client service in-person, via phone and email
• Assisting Partners and staff with additional projects such as updating Excel spreadsheets, event preparation/coordination, expense report submission
• Scheduling internal/external meetings and as needed
• Drafting and tracking Statements of Work (SWs)
• Generating reports in CRM, and VPM software
• Assembling large volumes of tax returns
• Updating opportunities in CRM, Symphony
• Taking meeting notes and updating CRM accordingly

Qualifications

• Strong attention to detail
• High school diploma or equivalent
• Self-motivated, confident, energetic, and positive
• Ability to prioritize workload efficiently using excellent time management skills
• Tax software ( CCH ProSystem fx Tax, CCH Axcess) experience preferable
• Ability to work overtime when needed, including weekends during busy season (January - April and September - October)
• C ourteous and professional written and verbal communication skills
• Advanced computer skills and use of MS Office
• 2years of Administrative Assistant experience
• Solid Interpersonal and organization skills
• Ability to multitask and willing to take direction
• Must be able to work in a fast paced, high-pressure, deadline driven environment
• Professional Service industry (i.e. CPA firm or Legal) experience a plus
• Ability to efficiently work both collaboratively and independently in a remote/office environment

There are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all — our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!
Sensiba LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.
Sensiba LLP complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at
Certain states require employers to disclose the pay range in job postings. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, contact our
Compensation Range: $24.00 - $30.00/hour*

• Compensation may vary based on skills, role, and location.