Job Brief This position will provide support to the CPA through a variety of administrative tasks, as well as organizational support, managing daily schedules, performing limited bookkeeping, copying, managing office inventory, filing, and scanning. Work schedule is 5 days a week January through April and 2 days per week starting November-December. No Remote - this is all in office work. Responsibilities Answer and direct phone calls. Greet and provide general support to clients. Organize and schedule meetings and appointments. Filing. Create spreadsheets/other financial workpapers. Excel summaries of client data and bookkeeping data. Checking, scanning and assisting clients with tax returns. Qualifications Knowledge of basic individual tax returns. Knowledge of office management systems and procedures. Ability to prioritize and multitask. Strong organizational and planning skills. Deadline and detail-oriented. Excellent written and verbal communication skills. Proficiency in MS Office.!