Job Information
Robert Half Administrative Assistant in Lake Forest, California
Description We are offering a long-term contract employment opportunity for an Administrative Assistant in Lake Forest, California. This role is primarily focused on providing administrative support during the tax season, in a 100% on-site workplace.
Responsibilities:
• Effectively manage and organize mail merges, along with sending emails and filing documentation.
• Systematically send out extensions electronically to the concerned parties.
• Handle the task of scanning tax documents and folders, with an additional responsibility of photocopying.
• Compare and reconcile client file information and data, specifically between the previous year and the current year.
• Carry out data entry tasks, especially on Office Word and Excel, which includes maintaining an Excel spreadsheet with client list and executing mail merges.
• Respond to phone calls as needed, ensuring client queries and concerns are addressed promptly.
• Assist in front desk operations, which includes managing heavy phone calls and client interactions.
• Retrieve documents and missing information, and manage filing cabinets.
• Reach out to clients for any required communication or follow-ups.
• Use your bookkeeping experience to perform data entry tasks in QuickBooks Desktop and Word & Excel. Requirements • Proficiency in preparing tax returns is a must
• Prior experience in a CPA firm will be advantageous
• Strong administrative assistance skills are essential
• Must be adept in using QuickBooks for financial tasks
• Proficiency in Office 365, including Word, Excel, and PowerPoint is required TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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