Description
We are looking for an Administrative Assistant with over 2 years of experience for our Walnut Creek, CA office, particularly one who understands the importance of professionalism, technical excellence, and commitment to the highest standards. When you work with us, you will have the opportunity to make an impact.
We offer state of the art equipment and firm events that help our staff foster personal connections with all their coworkers and promote collaboration in the workplace. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. We have even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years and was also ranked 9th in the entire nation by Accounting Today’s “Best Firm for Women to Work For” for 2022!
Work Environment:
- 5 days per week in our Walnut Creek office
- Dynamic with frequent collaboration with team members and stakeholders
- Requires a high degree of urgency in completing tasks and assignments
- Embraces and encourages ongoing change and improvement
Position Responsibilities:
- Prepare, manage, and distribute client documents and communications efficiently, ensuring personalization, accurate tracking and proper recordkeeping
- Maintain and manage client databases, reviewing records for completeness and up-to-date information
- Assist with client onboarding by collecting and reviewing documents, setting up records in firm systems, and completing required approvals
- Prepare and review tax and audit/assurance assemblies for accuracy
- Administer client e-file submissions, monitor status, and maintain complete records, as needed
- Coordinate outsourcing by preparing and sending client documents to external teams, tracking progress and completed work
- Assist on billing, as needed
- Perform additional responsibilities, including overflow work, special projects, and operational tasks, to support administrative and accounting functions and facilitate smooth firm operations
- Train new team members in administrative processes, as needed
Requirements
- 2+ years of administrative experience in a professional services or accounting firm preferred
- Experience with professional services or firm management software is a plus; candidates should be able to quickly adapt to new tools and systems
- Advanced Microsoft Excel skills, including formulas, pivot tables, and data analysis as well as strong proficiency in Word and DocuSign
- Familiarity with time entry systems, billing platforms, and client portals
- Excellent organizational and multitasking abilities, strong communication skills, with keen attention to detail
- Ability to manage multiple priorities and deadlines with accuracy and professionalism
Skills Required
- 2+ years of administrative experience in a professional services or accounting firm
- Experience with professional services or firm management software and ability to adapt to new tools
- Advanced Microsoft Excel skills including formulas, pivot tables, and data analysis
- Strong proficiency in Microsoft Word and DocuSign
- Familiarity with time entry systems, billing platforms, and client portals
- Excellent organizational and multitasking abilities, strong communication skills, and attention to detail
- Ability to manage multiple priorities and deadlines with accuracy and professionalism
What We Do
Navolio & Tallman LLP is a full-service boutique CPA and advisory firm headquartered in the San Francisco Bay Area, with offices in Nevada and New York. The firm specializes in comprehensive tax planning, audit, and financial advisory services, serving high-net-worth individuals and families, as well as alternative investment entities such as private equity, hedge funds, and real estate management companies.
