Administrative Assistant at Navolio & Tallman LLP

We are looking for an Office Administrative Assistant with over 2 years of experience for our Walnut Creek, CA office, particularly one who understands the importance of professionalism, technical excellence, and commitment to the highest standards. When you work with us, you will have the opportunity to make an impact.

We offer state of the art equipment and firm events that help our staff foster personal connections with all their coworkers and promote collaboration in the workplace. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. We have even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years and was also ranked 9th in the entire nation by Accounting Today’s “Best Firm for Women to Work For” for 2022

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Work Environmen

• t:5 days per week in our Walnut Creek offi
• ceDynamic with frequent collaboration with team members and stakeholde
• rsRequires a high degree of urgency in completing tasks and assignmen
• tsEmbraces and encourages ongoing change and improveme

nt
Position Responsibiliti

• es:Prepare, manage, and distribute client documents and communications efficiently, ensuring personalization, accurate tracking and proper recordkeep
• ingMaintain and manage client databases, reviewing records for completeness and up-to-date informat
• ionAssist with client onboarding by collecting and reviewing documents, setting up records in firm systems, and completing required approv
• alsPrepare and review tax and audit/assurance assemblies for accur
• acyAdminister client e-file submissions, monitor status, and maintain complete records, as nee
• dedCoordinate outsourcing by preparing and sending client documents to external teams, tracking progress and completed w
• orkAssist on billing, as nee
• dedPerform additional responsibilities, including overflow work, special projects, and operational tasks, to support administrative and accounting functions and facilitate smooth firm operati
• onsTrain new team members in administrative processes, as nee

ded
Requirem

• ents2+ years of administrative experience in a professional services or accounting firm prefe
• rredExperience with professional services or firm management software is a plus; candidates should be able to quickly adapt to new tools and sys
• temsAdvanced Microsoft Excel skills, including formulas, pivot tables, and data analysis as well as strong proficiency in Word and Docu
• SignFamiliarity with time entry systems, billing platforms, and client por
• talsExcellent organizational and multitasking abilities, strong communication skills, with keen attention to de
• tailAbility to manage multiple priorities and deadlines with accuracy and professiona