Experienced Administrative Assistant and Customer Service Office Manager

Gael Knight Company
Pleasanton, CA

:

Lead Administrative Assistant

Gael Knight Company is a family-run, full-service accounting firm. We have many opportunities for growth in our quickly expanding company. We believe our firm is only as good as it's people.

We are looking for a full-time, experienced lead administrative assistant to work at our San Jose location.

Responsibilities:

  • Scanning, sorting, and copying client documents
  • Tax return assembly for individuals, corporations, fiduciary, and partnership returns
  • Manages and monitors GoFileRoom online filing/project management system
  • Answer telephone, screen and direct calls, queries from the public, and take and relay messages while maintaining firm and client confidentiality
  • Maintaining calendars and arranging meetings
  • Managing emails timely and professionally
  • Providing brief but correct details of tax returns to clients
  • Understand tax department workflow, deadlines, and key initiatives
  • Effectively communicating and coordinating tasks with team members in various locations
  • Willing to work overtime and weekends during the weeks leading up to major tax deadlines

Other Knowledge, Skills & Abilities:

  • Ability to work in a deadline-driven environment and handle multiple projects/tasks with an attention to detail
  • Advanced or expert in computer skills: All Microsoft Office Suite and Adobe programs
  • Strong oral, written, and listening communication skills
  • Displays independent judgment, finesse, and diplomacy in all situations

Job Type: Full-time

Pay: $30.00 - $32.00 per hour

Benefits:

  • Flexible schedule
  • Health insurance
  • Paid time off
  • Retirement plan

Schedule:

  • 8 hour shift

Application Question(s):

  • Please detail in 2-3 sentences how you would be successfully suited for this position.

Education:

  • Associate (Required)

Experience:

  • Administrative Experience: 3 years (Required)

Work Location: In person

Posted 2026-03-03

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