This is a fully remote position, open to applicants in California.

• Organize, scan, file, and upload documents to project software, document storage systems, and web portals.

• Assemble tax returns and prepare financial statements in both paper and PDF formats to ensure accuracy and proper organization.

• Upload tax returns into document storage systems and organize files for signature pages, multiple state filings, and tax estimates.

• Employ strong skills in Adobe to edit, combine, bookmark, and arrange PDF documents effectively.

• Demonstrate the ability to quickly learn and adapt to new technologies while working across various systems.

• Create, track, and manage projects within computer systems; maintain both physical and digital files for staff organization.

• Conduct data entry tasks across a variety of software systems; proficiency in Microsoft Office is required.

• Follow detailed procedures for each phase of projects and internal processes with high accuracy.

• Communicate professionally with clients via email and phone; schedule meetings with staff as necessary.

• Exhibit strong attention to detail, analytical skills, and the ability to handle multiple priorities with a flexible and positive attitude.

• A minimum of 1 year of professional office experience.

• Proficient in the Microsoft Office suite.

• Advanced knowledge of Adobe Acrobat for creating, editing, and organizing PDF documents.

• Strong attention to detail and ability to manage multiple tasks simultaneously.

• Excellent verbal and written communication skills.

• Capable of working independently and eager to take on new tasks.

• Ability to self-manage projects, with proactive problem-solving and analytical capabilities.

• Quick to learn, understand, and utilize new technology systems.

• Competitive salary and benefits package.

• Opportunities for professional development and growth.

• Supportive work environment that values innovation and efficiency.

Seasonal Administrative Assistant

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