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Accounting Supervisor
Upland, CA

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Gemini Professional Services, Inc.

Administrative and Accounting Assistant

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Job Description

Overview We are a boutique accounting and tax firm that prides itself on maintaining close relationships with our clients and a supportive, collaborative environment for our staff. Our office features a casual, friendly atmosphere where teamwork is at the heart of everything we do. We operate as a tight-knit team, ensuring everyone is empowered to succeed while delivering top-tier service to our small business clients. We are seeking a dependable, highly organized, self-motivated Office Administrative Assistant to manage our daily operations and support our financial services. This varied role is ideal for someone who thrives on structure, takes initiative, and learns quickly. You will handle a mix of office administration, bookkeeping, payroll, and tax preparation assistance. If you take pride in your work, are highly reliable, possess sharp attention to detail, and love being part of a dedicated success-oriented team , you will fit right in. Responsibilities Answer phones, greet clients, and respond to routine inquiries. Schedule appointments and maintain office calendars. Prepare, organize, and maintain client files and records. Maintain office inventory. Manage accounts receivable processes, including invoicing, payment tracking, and follow-up with clients. Perform data entry tasks related to financial transactions, client information, and other administrative records. Provide excellent customer service by addressing inquiries and assisting clients with billing or account-related questions. Handle confidential information with discretion and ensure compliance with privacy standards. Support accounting functions by preparing financial reports, reconciling accounts, and assisting with bookkeeping activities. Utilize financial software to record transactions, generate reports, and maintain accurate financial records . Assist in processing payroll for client businesses accurately and on schedule. Maintain client payroll records and related documentation. Assist with payroll tax filings and related payroll requirements. Prepare correspondence, reports, and documentation using Microsoft Office applications such as Word and Excel. Assist tax and accounting staff with client-related administrative needs such as tax document management, assembly and electronic filing. Assist in general administrative duties to support the team's operational needs. Must be available to work extended hours during the busy tax season. Experience Accounting Firm/billing and data entry experience; A high school diploma or its equivalent. 2 years of accounting experience preferred; Working knowledge of Quick Books Pro/Enterprise/Online, Excel and Word; Ability to follow through on projects and deadlines; Familiarity with accounts receivable processes and financial software is highly desirable; Strong proficiency in Microsoft Office Suite (Word, Excel,Outlook) is required; Previous experience in customer service or client-facing roles is advantageous; Ability to handle confidential information responsibly and maintain high levels of accuracy in data entry tasks; Excellent organizational skills with the ability to prioritize tasks effectively. We offer competitive salary and benefits with the opportunity for advancement within the firm.
Pay:
$21.00 - $24.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) 401(k) matching Health insurance Paid sick time Paid time off Professional development assistance Application Question(s): Our office hours are 8am to 4:30pm M-F. During tax season, we have extended hours (open until 6pm Tues-Thurs) and require our team to work 8am to 2pm every other Saturday. Will you be able to fulfill this requirement?
License/Certification:
Drivers License (Preferred)
Location:
Upland, CA 91786 (Preferred) Security clearance: Confidential (Preferred) Ability to
Commute:
Upland, CA 91786 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Sick Leave
  • 401(k) Plans
  • Professional Development