Platform Accounting Group · 17 hours ago
Seasonal Administrative Assistant
Danville, CA
Full-time
Onsite
Entry Level
$23/hr - $23/hr
1+ years expPlatform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services. The Seasonal Administrative Assistant will support the accounting staff by performing clerical and administrative tasks to ensure efficient operations.
AccountingAdviceConsultingFinancial Services
Responsibilities
Organize, scan, file, and upload documents to project software, document storage systems, and web portals
Assemble tax returns and prepare financial statements in both paper and PDF formats, ensuring accuracy and proper organization
Upload tax returns into document storage systems and arrange files for signature pages, multiple state filings, and tax estimates
Utilize strong Adobe skills to edit, combine, bookmark, and organize PDF documents
Easily learn and adapt to new technology and work across multiple systems
Create, track, and manage projects within computer systems; organize and maintain physical and digital files for staff
Perform data entry assignments across a variety of software systems; proficiency in Microsoft Office required
Execute detailed procedures for each step of projects and internal processes with a high level of accuracy
Communicate professionally with clients via email and phone; schedule meetings with staff as needed
Demonstrate strong attention to detail, analytical skills, and the ability to manage multiple priorities with a flexible and positive attitude
Qualification
Required
Professional office experience 1 yr +, proficient with Microsoft Office suite
Advanced knowledge of Adobe Acrobat for creating, editing, and organizing PDF documents
Attention to detail and ability to multi-task
Excellent verbal and written communication skills
Independent worker and learner, willingness to take on new tasks
Ability to self-manage projects, proactive problem solving, analytical skills
Ability to learn, understand and utilize new technology systems quickly
Company
Platform Accounting Group
Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
1001-5000 employees
H1B Sponsorship
Platform Accounting Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)
Funding
Current Stage
Late StageTotal Funding
$85MKey Investors
The Cynosure Group
2024-02-06Private Equity· $85M
Leadership Team
Reyes Florez
Founder & CEO
Recent News
Accounting Today
2024-05-05
Business Wire
2024-05-05
Company data provided by crunchbase