Duration: Temp to Hire

Location: Onsite (San Jose CA 95110)

We are seeking a skilled Administrative Assistant to support Tax staff with day-to-day operations, ensuring smooth workflows and efficient processes.

Key Responsibilities:

• Support tax return filing, client acceptance, and learning activities.
• Manage Outlook calendars, CRM updates, and digital documents.
• Coordinate meetings, travel, and in-office reservations.
• Prepare presentations, reports, and engagement letters.
• Process expense reports, time entries, and DocuSign requests.
• Handle mail, shipping, catering orders, and miscellaneous tasks.

Qualifications:

• Education: High School Diploma or GED required; Bachelor’s degree preferred.
• Experience: 3+ years in administrative roles (professional services experience preferred).
• Skills: Advanced Microsoft Office proficiency, excellent communication, organization, and attention to detail.
• Preferred : Experience with PeopleSoft Financials and the ability to handle confidential information professionally.