Administrative Assistant

Position Overview We are looking for an organized, detail-oriented professional with prior CPA firm experience who understands tax season workflow and can support the firm's administrative and operational functions. The ideal candidate understands how a tax office runs and can help create structure, organization, and efficiency. Key Responsibilities Organize and maintain physical and digital client tax files Prepare and organize tax documents in client folders (SharePoint and local systems) Prepare client open item request lists for CPA review Draft client email communications for review and release Send tax return drafts and e-file authorization forms (8879s) Track return status and maintain workflow lists Answer and direct incoming client calls professionally Prepare and send client invoices Assist with tax season tracking and deadlines Maintain organized records and standardized procedures Required Experience 2+ years working inside a CPA firm or tax preparation office Familiarity with tax return workflow (1040, 1120S, 1065) Understanding of e-file processes and authorization forms Experience organizing tax documents and client files Strong written communication skills High attention to detail Preferred Experience Experience with Lacerte and Drake Tax Software QuickBooks Online and Desktop familiarity SharePoint document management systems Basic understanding of payroll and sales tax compliance and other deadlines

Compensation Hourly:

$20 - $25 per hour DOE Full-Time or Part-Time Available Additional hours may be required during peak tax season (January-April). Work Schedule On-site position in Simi Valley, CA Standard business hours with extended hours during tax season Year-round role preferred Ideal Candidate Traits Extremely organized and process-driven High accountability and follow-through Professional communication style Comfortable working directly with a CPA Ability to manage multiple client files simultaneously Why Join Boutique, growing CPA firm Direct exposure to business operations Opportunity to grow with the firm Stable, professional environment How to Apply Please apply with your resume and a brief note describing your CPA firm experience.

Pay:

$20.00 - $25.00 per hour

Work Location:

In person