An Administrative Clerk or Coordinator performs administrative work in an office. Coordinates work to support an office team. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails. May manage office staff expenses, supplies or schedules.
M. Green and Company LLP is a well-established and respected public accounting firm with a strong presence across multiple locations, including Visalia, Hanford, Tulare, Porterville, and Clovis. We take pride in our commitment to exceptional client service and our extensive range of experience and expertise in the accounting field. Our dedicated team is focused on delivering personalized solutions that meet the unique needs of our clients. Join us in continuing our tradition of excellence and making a positive impact in the communities we serve.
Job Summary:
We are seeking a well-organized, detail-oriented candidate to join our administrative team. The ideal candidate will provide administrative support, handle various tasks efficiently, and contribute to the overall success of the office.
Primary Duties:
Carefully review engagement letters, audit documentation, tax filings, and client letters for grammar, spelling, punctuation, clarity, consistency, and formatting. Ensure all documents meet the firm's style guide and client-specific requirements. Check figures, dates, references, and terminology for consistency and accuracy, especially in financial statements and data-heavy documents. Edit documents for tone, clarity, and readability while maintaining professional and technical accuracy. Ensure documents are properly formatted according to firm templates and standards (e.g., headers, footers, spacing). Conduct final checks before client distribution or submission to regulatory bodies. Maintain quality management checklists and signoff procedures for critical deliverables. Track edits and maintain version control in shared documents. Manage deadlines and prioritize workload in coordination with project timelines and client deliverables. Handle private, privileged, and sensitive information with absolute confidentiality.
Additional responsibilities may include:
Assemble tax returns, financial statements, and other presentation materials. Copy documents. Scan client documents to digital filing system. Set up and maintain client information in firm database. Log invoices and tax return status in our practice management software. Maintain an orderly filing system for business and individual client permanent records. Assist with front office duties such as answering the phone and preparing and processing items to be mailed. Other duties as assigned by partners, managers, office managers, or Firm Administrator.
Job Qualifications:
Proficient knowledge of Adobe Acrobat and MS Office products (Outlook, Word, and Excel). Comfortable learning and using new software products, firm technology, and internal procedures. Strong communication and interpersonal skills. Willingness to grow and change as the firm grows. Ability to work under pressure with various deadlines.
Physical Requirements:
Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Able to occasionally move about inside the office to access file cabinets, office machinery, or greet clients. Able to position self to maintain files in file cabinets. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Able to move boxes weighing up to 40 pounds across office for various needs. The ability to observe details at close range and observe people entering and exiting the building. The employee must also have the ability to: Pay attention and focus. Follow instructions. Manage multiple responsibilities and tasks simultaneously. Listen to and comprehend communication from the partners, staff, clients, vendors, and others. Equal Opportunity Employer Status M. Green and Company, LLP is an equal opportunity, affirmative action employer, committed to all state and federal regulations and prohibits discrimination based on gender, race, sexual orientation, national origin, disability, marital status, age, religion, veteran status, or other protected status.
Job Type:
Full-time Pay:
$17.00 to $25.00 an hour
Benefits:
401(k) 401(k) matching Employee assistance program Flexible spending account Health insurance Life insurance Paid time off
Schedule:
Monday to Thursday 7:30am to 5:00pm Friday 7:00am to 1:00pm Weekends as needed Expected hours: 40 to 45 hours per week
Physical Setting:
Office environment Works with computers and telephones extensively Fluorescent lighting Ability to
Commute:
Tulare, CA 93274: (Required) Ability to
Relocate:
Tulare, CA 93274: Able to relocate before starting work
Work Location:
In person
Job Type:
Full-time Pay:
$17.00 - $25.00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance
