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Posted: Wednesday, January 31, 2018 5:30 PM

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Company Name: UNISOURCE FINANCIAL GROUP
Office Manager @ Growing CPA Firm

Compensation: $20 to $25 Hourly
Employment Type: Part-Time

Growing CPA firm located in SF is seeking a permanent part-time / full-time administrative assistant.

Responsibilities and Duties
This position involves:
• Maintaining Client database;
• Setting up new clients in system;
• Direct phone calls and schedule conference calls;
• Creating electronic and paper files for clients;
• Light bookkeeping and data entry using QBO;
• Receiving client tax materials, organizing and scanning into tax software (Lacerte);
• Working on various projects and tasks as needed.

Qualifications and Skills
The qualities that we seek are:
• Multitasking master! You are able to pick up a call while emailing a client, then greeting a walk-in client, you get the idea!;
• Solid verbal and written communication skills with ability to provide outstanding customer service;
• Good knowledge of scheduling software, MS Office applications, Excel, Word. We will include some training;
• Light bookkeeping and data entry using QBO;
• Able to commit to minimum 20 hours per week during tax season;
• A sense of humor.

Why join us?
We are a busy tax firm offering excellent opportunities to learn and develop skills in the tax and accounting industry if you're interested in exploring this route. We are a friendly and knowledgeable group and have Peet’s coffee, and other beverages and snacks to power you through your day.

We’re located in SF, 2 blocks off 101 with free parking, and our dress code is business casual.

Please send your resume along with a 2-3 sentence introduction about yourself and link to your LinkedIn profile.

About UNISOURCE FINANCIAL GROUP:
A growing CPA firm based in San Francisco offers a work environment that is diverse in both the type of work performed and the various industries we engage with and serve. The firm provides tax, accounting, and other related advisory services to small businesses, and high-end individuals.

Company address: 150 Executive Park Blvd, Suite 4450, SF, CA 94134

• Location: San Francisco

• Post ID: 94920727 sf
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