Overview
Executive Assistant Jobs in San Diego, California, USA at Duffy Kruspodin, LLP
SUMMARY OF RESPONSIBILITIES
Provides general office support with a variety of clerical activities and related tasks. This professional will perform a variety of administrative and clerical tasks. Duties include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. Supporting designated partner with various duties.
QUALIFICATIONS
To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
Must be able to work a flexible schedule which includes 55+ hours a week during tax season
KEY **
Assigned to designated partner to assist in their scheduling and contacting clients
Taking and recording minutes for committee and manager meetings
Preparation and drafting of formal letters and forms as needed by partners and managers
Reviewing, Scanning and assembling tax returns and amended tax returns
Contacting clients for E-file forms and missing client information
Managing client data and intake through various software
E-Filing for designated partner
Preparing and completing billing for designated partner
Entering client expenses for billing purposes
Reconciling and printing reports for daily deposit
Generating any reports needed by staff
Managing client collections
Scheduling meetings and continuing education seminars
Entering expenses and collecting receipts for partner expense reports
KNOWLEDGE AND SKILLS **
Familiar with Accounting related software such as CCH Axcess would be preferred
Working knowledge of Microsoft Office Suite
Excellent oral and written communication skills
Title: Executive Assistant
Company: Duffy Kruspodin, LLP
Location: San Diego, California, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator), Accounting (Office Administrator/ Coordinator)
