The role involves greeting clients, managing communications, and coordinating appointments to ensure smooth office operations. Additionally, the assistant will support the tax preparation team with administrative tasks and maintain organized client records.
Requirements overview
Candidates must possess excellent communication and organizational skills with proficiency in Microsoft Office Suite. A high school diploma or equivalent is required, along with the ability to type at least 30 words per minute.
Key skills
Communication skillsCustomer serviceAttention to detailConflict resolutionOrganizational skillsOffice equipment operationTypingMicrosoft Office SuiteTime managementProblem-solvingMultitaskingDiscretionConfidentialitySchedulingData entry
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Smith Marion & Company, CPAs, an Inland Empire based accounting firm, specializes in auditing and review services for not-for-profits, governmental agencies and small to mid-sized businesses.
We have a proven not-for-profit accounting specialty for trusts, foundations, churches, civic, social and membership organizations, and governmental agencies. We provide international expertise for non-profit organizations with overseas offices and missionaries.
Our diverse range of traditional accounting services includes tax preparation, payroll services, accounting and bookkeeping expertise, and business consulting.
The Smith Marion audit department team works exclusively performing audits and reviews throughout the year and are knowledgeable about effective audit procedures and related nonprofit industry matters. More specifically, our audit personnel specialize in nonprofit agencies and those receiving governmental funding.
Because we maintain high standards of excellence in our accounting and advisory services, treat each client like our only client, deliver projects on time, and charge reasonable fees, our clients find us to be a true value and long-term trusted relationship.
Our Southern California locations include Redlands and Lake Arrowhead. Check our contact page for additional locations and licenses.
We will treat you as if you are our only client!
AdministrativeCustomer Service & SupportFinance & Accounting
Description
At Smith Marion & Co., we believe great work starts with a great workplace. You’ll be part of a close-knit team where people are respected, expectations are clear, and you have opportunities to grow. Our leaders lead by example, trust their teams, and value every role within the firm. We’re committed to creating a culture where people feel supported, empowered, and genuinely enjoy coming to work.
Here’s how we do it:
We develop team members through our hands-on training program.
We are open and transparent with our team.
Apply today!
So you can stop worrying about your future career and instead join a great team that values collaboration, innovation, and passionate about life-long learning.
Requirements
Excellent communication skills.
Ability to cultivate positive relationships with clients and team members to provide excellent customer service.
Have outstanding attention to detail.
Proficiency in conflict and dispute resolutions.
Able to perform tasks with ease and professionalism.
The ability to adapt to various situations.
Able to follow instructions, and read, write and communicate clearly in English.
Possess strong organizational skills.
Able to effectively operate office equipment and computer programs.
Able to work independently on assigned tasks as well as to accept direction on given assignments.
Able to type 30 words per minute.
Requires physical ability to sit and type for long periods of time.
Tasks
Greet clients and visitors, providing a warm and professional welcome.
Manage phone calls, emails, and other communications, directing them to the appropriate staff members.
Schedule and coordinate appointments and meetings.
Maintain organized and up-to-date client records and filing systems.
Handle confidential information with discretion and professionalism.
Perform general office duties, including copying, scanning, and faxing documents.
Support the tax preparation team with administrative tasks as needed.
Assist in the preparation and distribution of correspondence and reports.
Ensure office supplies are stocked and manage inventory.
Qualifications:
High school diploma or equivalent; additional experience as an Administrative Assistant will be a plus.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Excellent organizational and time management skills.
Strong communication skills, both written and verbal.
Attention to detail and problem-solving skills.
Ability to handle multiple tasks and prioritize workload effectively.
Discretion and confidentiality.
Benefits
10 paid holidays
120 hours of paid time off a year
401K Profit sharing plan
Health insurance
Dental
Vision
Chiropractic
Group life insurance
Paid jury duty
Wellness program
Salary
$20 - $22/hr - full time