Administrative Associate – Granada Hills, CA

About us:

With 80 years of experience, we alleviate tax stress through efficient, empathetic, and transparent services. Specializing in swift tax resolution for individuals and businesses, our unique PTR Exclusive Edge ensures effective solutions. Join our team for a role where you contribute to helping clients regain financial peace of mind!

Position Overview: 

We are seeking a detail-oriented and organized Administrative Associate to join our team. The ideal candidate will play a crucial role in supporting the daily operations of our firm, ensuring that our administrative functions run smoothly and efficiently. This position offers an excellent opportunity for someone looking to grow their career in a professional and collaborative environment.

Key Responsibilities:

• Record and update documents in systems.
• Collaborate with legal and operations teams for timely processing.
• Manage phone calls, emails, and other communications.
• Ensure client records and databases are accurate and up-to-date.
• Assist in preparing tax documents.
• Coordinate with clients to gather required documents and information.
• Maintain confidentiality and professionalism with sensitive client data.

Qualifications:

• High school diploma or equivalent
• 2+ years of experience in an administrative role, preferably in a tax or financial services environment.
• Strong organizational skills with a keen attention to detail.
• Excellent verbal and written communication skills.
• Computer savvy
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Strong interpersonal skills with the ability to interact professionally with clients and colleagues.
• Knowledge of basic accounting or tax terminology is a plus but not required.

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Sales: 1 year (Preferred)

Ability to Commute:

• Granada Hills, CA (Required)

Ability to Relocate:

• Granada Hills, CA: Relocate before starting work (Required)

Work Location:

In person