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Office Manager / Administrative Assistant

Livermore, California
Posted on May 14, 2021

Position Description

Kemper CPA Group LLP, a top 100 public accounting firm, is a regional CPA firm with 28 offices in California, Illinois, Indiana, and Kentucky. We are seeking an office manager / administrative assistant for our Livermore, California location. This position is responsible for providing support to Kemper CPA Group LLP’s accounting practice, and experience with general office support, scanning, photocopying, filing, and receptionist coverage is required.  This position is full time with some overtime expected during tax season.

Responsibilities

  • Provide high level support to personnel
  • Communicate with clients in-person, on the phone, through email or other written correspondence
  • Assemble and review tax return packages and other work products prior to delivery to client (ensure all documents are signed, proper mailing envelopes are included, verify method of delivery, update internal tracking system, prepare for mailing/electronic delivery)
  • Proofread and assemble financial statements prior to issuance
  • Scan client documents in accordance with firm protocol
  • Editing and track engagement letters for new and existing clients
  • Complete client set up forms for new clients/engagements
  • Track the delivery of tax returns within firm software
  • Manage the extension process for all deadlines
  • Process weekly timesheets, client billings, and bank deposits in accordance with the requirements set by the firm’s Administrative Services Department
  • Enter bills to be paid in bill.com for partner approval
  • Help maintain schedules for office staff
  • General administrative tasks – word processing, photocopying, filing, scanning
  • Receptionist duties, including answering the phone and assisting clients in person
  • Data entry and support for bookkeepers and payroll staff
  • Additional duties as assigned

Knowledge, Skills, and Abilities

  • Professional demeanor
  • Acute attention to detail
  • Exceptional time management skills
  • Strong written and verbal communication skills
  • Outstanding organizational skills
  • Ability to manage multiple priorities and work toward deadlines
  • Excellent interpersonal skills and flexibility
  • Experience and judgment to plan for and accomplish goals
  • Ability to work independently and within a team
  • Ability to work well with all levels of internal management and staff, as well as clients and vendors
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Experience with general office support, scanning, photocopying, filing and receptionist coverage

Required Qualifications/Experience

  • High school diploma or equivalent (Required)
  • Experience providing support for a tax practice:  2 years (Preferred)
  • Administrative support:  2 years (Preferred)
  • Experience with tax software a plus

How To Apply


The requirements listed above are representative of the knowledge, skill, and/or ability required. The successful candidate must be authorized to work on a full-time basis for any employer in the United States. Kemper CPA Group is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic under applicable law.