Location | Education Required | Hours | Experience Required | # of Openings | Salary |
|---|---|---|---|---|---|
17632 Irvine Blvd #150, Tustin, CA 92780 | High School Diploma/GED | Part-time | None | 1 | $17 per hour |
Essential job duties:
Greet clients: Offer coffee, tea, etc. Notify staff that their appointment has arrived
Answer phone calls during office hours and transfer to appropriate person, check voicemail messages, return phone calls, call clients to schedule or remind them of their appointments
Keep Outlook open to check for messages/documents received. Check client portal for messages/documents frequently throughout the day. Print documents and/or save to client files to the computer. Reply/forward clients’ emails as requested or needed
Schedule tax appointments in tax software and in Outlook
Send outgoing mail daily (before lunch) using the postage meter or online postage. Check mailbox daily, sort and distribute mail
Scan and copy client’s documents including bookkeeping and tax documents. Check emails, mailbox, fax, or portal for client documents
Keep the coffee area neat and stocked for clients to help themselves
Order office supplies as needed or requested
Keep desk neat and client data on desk protected for privacy
Manager’s office: keep printer stocked and ready for use, keep drawer stocked with tax envelopes and return envelopes. Pull files for daily appointments and put on manager’s desk with calendar printout
Post tax client payments to tax software and scan to file on computer. Record Bookkeeping and tax payments in QuickBooks at least weekly. Fill out deposit slip and scan with checks, then give to manager
Scan E-file acknowledgements to client’s folders and file in black books
SKILLS DEVELOPED OVER TRANSITIONAL JOB:
Client management and customer service
Phone management and appointment setting
File management Mail processing
Office management – maintaining lobby, manager’s office, and office supplies
Posting tax client payments to tax software
QUALIFICATIONS:
Bilingual Spanish helpful but not required.
Microsoft Office experience and basic computer, copier, and phone skills
Preferred attributes: self-starter, reliable, patient, comfortable asking question, flexible, able to multi-task, able to prioritize.
LOCATION:
Accurate Bookkeeping and Tax Services
17632 Irvine Blvd #150
Tustin, CA 92780
CONTACT:
Anthony Arevalo, OC Workforce Solutions
anthony.arevalo@ocworkforcesolutions.com
866-500-6587
The views, information, or opinions expressed by the organization(s) mentioned are solely those of the individuals involved and do not necessarily represent those of the County of Orange and its employees.