SD Mayer and Associates Hiring for Office Manager / Tax Specialist Job at San Mateo, CA Full Time

SD Mayer & Associates is a full service accounting firm with offices located in San Mateo, San Francisco, and Menlo Park. The firm’s comprehensive services include tax preparation, assurance services, outsourced accounting, wealth management, employee retirement planning, and business consulting. The firm is looking for an Office Manager with a few years of experience to help manage the San Mateo office and run the administrative process for all tax returns in the office. Duties Include:

Duties:

• Run the office schedule, including appointments, conference and desk reservations, and other scheduling needs.
• Handle private, privileged and sensitive information with absolute confidentiality
• Complete the billing cycle for the partners and managers in the office, manage the accounts receivables and collections of past dues.
• Assemble, control and oversee the tax return assembly process
• Ensure the timely delivery of tax returns once completed, by share file or mail or special delivery or pick-up
• Train, delegate tasks, manage and oversee the administrative staff
• Manage firm and office document processes, including file storage, organization, scanning projects
• Office maintenance coordination
• Answer telephone, screen and direct calls, queries from the public, and take and relay messages while maintaining firm and client confidentiality
• Sustain organized appearance of office
• Process Power of Attorney and tracking the completion
• Order office supplies and break room supplies
• Organize lunches during tax season
• Set up and maintain client information in firm database
• Process 1099s
• Ability to adapt to changing and objectives quickly

Must Have:

• 3+ Years in a professional office setting, preferably a CPA, Legal, Financial Service, or other professional services environment
• Professional and pleasant demeanor; must have self-control and stay calm in all situations
• Basic computer skills and knowledge of Excel and Word
• Telephone etiquette and customer service skills
• Excellent written and verbal communication
• Demonstrated tact, diplomacy, and good judgment
• Ability to quickly learn office specific programs
• Evening and weekend flexibility during tax season (February through April)

Compensation and Benefits:

• Compensation starts at $35+/hr.
• Medical/Dental/Vision Coverage
• PTO, 401k, and Bonus Plan
• Gym and Cellphone reimbursements

Job Type: Full-time

Pay: $35.00 – $40.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Overnight shift

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• San Mateo, CA 94402: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Administrative experience: 1 year (Preferred)

Work Location: One location