Customer Service Analyst for CPA Firm

Hello, we are Langwasser & Company, CPAs. We are one of Southern California's only woman-owned, boutique certified public accounting firms and team of brilliant accounting professionals who are looking to grow the next generation of talent through hands-on experience with our top clientele.

We are currently seeking a Customer Service Analyst/Administrative Assistant for our office located in Upland, California.

Our firm has been in business for over 30 years and prides ourselves on our work ethic, our care for each other, and our unwavering belief that life is the greatest classroom on earth where we can learn and get better at the craft of accounting and tax preparation every day.

Our work environment is fast-paced and is suited for quick learners with a strong attention to detail and a love for accountancy. To be successful at Langwasser & Company, CPAs, you must be an independent and ethical operator who is able to juggle multiple work assignments in a pro-active and client-oriented manner. You should have no problem asking questions or seeking out help when you get stuck. You are always professional in both your appearance and your interactions with clients and fellow employees. You never put yourself ahead of the team and when someone else is struggling, you are there to lend a hand. More than anything else, you should want to be better, every day.

Does this sound like the kind of experience you have been looking for? If so, read on.

Responsibilities:

• Provide excellent administrative support to our very fast-paced CPA firm.
• Ability to work overtime and extended hours (including Saturday) during busy periods, tax season and quarter end closes.
• Answer multi-line telephones in a professional and timely manner.
• Applicant must be able to think fast on their feet, politely screen out solicitors and provide excellent customer service to clients.
• Maintain office calendars and assist with email.
• Computer skills are a must. You will be creating Microsoft Excel spreadsheets for managers to track client write-up, tax, and other services.
• Check in clients which includes scanning documents, book marking Adobe files, and inputting certain documents into the tax software.
• Assemble client tax returns and financial statements. Pay attention to specific assembly requirements and assorted needs of each client.
• Track and e-file returns using Lacerte tax software. Prepare paper filing copies when applicable.
• Package completed tax returns and financial statements for presentation to clients.
• Perform a variety of written tasks, prepare labels, and create index tabs for financials, reports, binders, etc. using Microsoft Word.
• Scan and save documents as needed prior to destruction.
• Communication with clients regarding informational needs of production staff members and assistance in e-signing of necessary forms.
• May assist with accounts receivable, billings, collections, reconciliations, etc. including assisting clients with billing history, accepting payments from customers in the form of checks, credit cards and cash, running payments through credit card machine and providing receipt of payment.
• Interface with executive team and clients on key projects and initiatives.
• Conserves executive's time by reading, researching, and routing correspondence, drafting letters and documents; collecting and analyzing information and initiating telecommunications.
• Maintains customer confidence and protects operations by keeping information confidential.

Skills/Qualifications:

• High School Diploma required.
• Bachelor's Degree preferred.
• CPA Firm Experience preferred.
• Strong English communication, oral and written (ability to communicate clearly and effectively with senior leaders and external partners).
• Detail-oriented execution of administrative activities, with high attention to detail, organization and processes.
• Strong technical and computer skills, especially Microsoft Office Suite knowledge required.
• Adobe experience highly recommended.
• Lacerte and QuickBooks skills are a plus.
• Maintain professional presence and great front facing skills.
• Position requires sitting at a desk for extended periods to perform many computer-related duties as well as standing for extended periods to perform scanning, copying, or assembly duties.
• Bending, stooping, and light lifting are required for general tasks such as loading the refrigerator, organizing office supplies, moving boxes holding client files or records, etc.
• Ability to pass a drug screen and background check.

Benefits:

• 401(k) & 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• On-the-job training
• Paid time off

Job Type: Full-time

Pay: $23.00 - $25.00 per hour

Expected hours: No less than 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• In-person
• Office

People with a criminal record are encouraged to apply

Ability to commute/relocate:

• Upland, CA 91786: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 1 year (Preferred)
• Appointment scheduling: 1 year (Preferred)
• CPA or Law Firm Admin: 1 year (Preferred)

Work Location: In person