Description

We are seeking a highly organized and detail-oriented Tax & Accounting Administrative Assistant to provide essential support to our tax and accounting team. This role requires collaboration with teams across the country, including our sister company in California, to ensure efficient and effective client service. The position involves a wide range of administrative tasks such as assisting with tax returns, managing billing processes, and overseeing firm management systems. We are looking for someone who is passionate, self-driven, and thrives in a team-oriented environment.

Company Culture and Environment

Our company prides itself on being recognized as one of the Best Places to Work in Hawaii for over a decade. We value our employees’ well-being and create a positive, collaborative team environment.

Career Growth and Development Opportunities

We offer opportunities for career advancement and encourage ongoing training and professional development. Employees are also supported in community engagement efforts through company-sponsored volunteering programs.

Detailed Benefits and Perks

• Full medical, dental, and vision coverage
• 401(k) with matching and profit sharing
• Generous paid time off, including holidays and volunteer hours
• Daily employer-provided lunch
• Opportunities for career development
• Performance-based bonuses
• Free food and snacks

Compensation and Benefits

• Hourly compensation
• 401(k) matching
• Performance-based bonuses
• Dental insurance
• Health insurance
• Paid time off

Why you should apply for this position today

If you’re passionate about providing top-tier client service and seeking a workplace where your contributions are valued, we’d love to hear from you. Join a dedicated team that values well-being and offers a range of benefits to support your career.

Skills

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Familiarity with Adobe Acrobat and CS Practice is a plus
• Strong organizational skills and attention to detail
• Excellent communication and client service skills
• Ability to manage multiple tasks and meet deadlines

Responsibilities

1. Tax Return Support:

   • Assist with preparation and filing of tax returns.
   • Coordinate tax return schedules and manage deadlines for the team.
   • Ensure timely filing of extensions and maintain accurate tax return databases.

2. Team Support:

   • Provide direct support to the team by handling tasks such as copying, scanning, mailing, and organizing documents.
   • Communicate with clients and vendors to schedule meetings both in-person and virtually.
   • Assist in setting up new client files and preparing engagement letters.

3. Firm Management System (CS Practice):

   • Manage client and project information in the firm’s practice management system.
   • Ensure up-to-date client databases and documents are organized and securely saved.
   • Collaborate with the team to ensure smooth processes across both locations.

4. Billing and Accounts Receivable:

   • Prepare and send invoices, track Work in Process (WIP), and assist with billing inquiries.
   • Manage Accounts Receivable, ensuring timely payments and follow-up on past-due balances.
   • Assist with remote deposits and monitor bank transactions.

5. Additional Administrative Support:

   • Provide front desk backup, including greeting clients, answering phones, and scheduling meetings.
   • Actively contribute to maintaining a positive, collaborative team environment.
   • Ensure all tasks are completed in a timely manner and meet deadlines.

6. Other Responsibilities:

   • Participate in ongoing training and seek professional development opportunities.
   • Support community engagement efforts through company-sponsored volunteering programs.
   • Maintain confidentiality and demonstrate a high level of professionalism.

Qualifications

• A degree in business or a related field is preferred, but not required.
• At least one year of administrative assistant experience is preferred.
• Ability to work additional hours or weekends as needed.
• The applicant must be based in Oahu, or willing to relocate (please specify relocation plans in your cover letter).

Education Requirements

• A degree in business or a related field is preferred.

Education Requirements Credential Category

• Business or related field.

Experience Requirements

• At least one year of administrative assistant experience is preferred.

Why work in Honolulu, HI

Honolulu offers a unique blend of vibrant culture, beautiful landscapes, and a warm community. Living in Honolulu provides access to stunning beaches, outdoor activities, and a rich cultural heritage. It’s an ideal place for those seeking both personal and professional growth in a scenic environment.