Overview

Accounting/Admin Assistant Jobs in Benicia, CA at PKS Law Group, P.C.

About Uplinq

At Uplinq we are redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. As technology enthusiasts, we are committed to delivering exceptional digital solutions that align with our customer’s business goals. We are looking for others who want a dynamic, growing work environment to join us.

A tight-knit team including CPAs, bookkeepers, tax professionals, engineers, product designers, and marketers make Uplinq successful. We support each other, communicate openly, have fun at work, and all believe in Uplinq’s mission to help real people run their businesses better.

About the role

We are looking for a motivated and organized Tax Administrative Assistant to join our tax team. The ideal candidate is a self-starter with strong communication skills and a background in tax filing. The position will be 20 hours per week except for tax season (twelve weeks per year) at 30 plus hours per week.

What you’ll do

Communicate with clients via phone and email, ensuring a positive experience.
Build relationships with customers and address their questions and concerns.
Attend client meetings to take notes and capture key information.
Convert financial statements from PDF to Excel using Adobe Acrobat.
Prepare documents in Adobe by editing and modifying PDFs.
Organize and manage filing systems and documentation in ShareFile.
Assist with scheduling meetings for the Vice President of Tax.
Retrieve and upload prior year tax returns and financial reports from Uplinq Bookkeeping.
Generate financial reports in QuickBooks Online as needed.

Qualifications

Must have experience with QuickBooks Online, Adobe.
Plus if you have experience with ShareFile and Google Suite.
Strong attention to detail and ability to learn new software quickly.
Excellent organizational skills and a team-oriented mindset.
Time management and good follow-through is a must.

The pay range for this role is:
24 – 26 USD per hour(Remote)

Title: Accounting/Admin Assistant

Company: PKS Law Group, P.C.

Location: Benicia, CA

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