• Key Responsibilities:

• Serve as the first point of contact and "first face of the firm" for clients and visitors.
• Manage front-office operations including scheduling appointments, responding to client inquiries, and maintaining an organized workspace.
• Collect and review client intake documentation and tax preparation forms for accuracy and completeness.
• Create and maintain client files in both physical and digital formats.
• Manage client billing, including tracking payments, preparing invoices, and coordinating with accounting staff on payment status.
• Support internal administrative functions, including correspondence, filing, and record maintenance.
• Assist partners and staff with general office and project coordination as needed.

• Schedule and Benefits:

• Standard schedule: Monday through Friday, 8:30 a.m.-5:00 p.m.
• Summer schedule (10 weeks): Monday through Thursday with Fridays off (paid) during the slow season.
• Paid one-week office closure during the Christmas holiday.
• 401(k) plan with employer match. Perm employees
• Life insurance provided at three times annual salary (paid by firm). Perm employees
• No medical insurance at this time (the firm anticipates adding medical coverage in 2026). Perm employee
• Qualifications:

• Minimum of 2 years administrative or office management experience; experience in a professional services or CPA firm strongly preferred.

• Strong interpersonal and communication skills with an emphasis on client service.

• Proficiency with Microsoft Office Suite and general office software.

• High attention to detail, accuracy, and confidentiality

• Ability to multitask and manage deadlines in a dynamic environment.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.