PP&Co Opportunity

SENIOR ADMINISTRATIVE ASSISTANT | TAX

Petrinovich Pugh & Co LLP is recruiting a Senior Administrative Assistant. We are a well-established and dynamic accounting firm located in downtown San Jose since 1951. Our depth of knowledge and expertise, combined with an extensive alliance network, allows us to become a true partner in our clients’ financial success.  As a smaller firm, we seek to attract and retain professionals who appreciate a fun, friendly environment in which to grow their careers.

The Senior Administrative Assistant oversees the administrative and operational functions and support of the Tax Department for the Firm.  He/She is responsible for performing administrative duties and managing operational processes such as tax return e-filing and project scheduling, while offering guidance and supervision to staff assistants. This individual will maintain a high level of professionalism and ethical standards in communication with both external and internal contacts.

Responsibilities:

  • Monitor workload and schedules of all tax preparers and reviewers for incoming tax projects
  • Assist senior leadership in the overall management of the tax department in one or more locations
  • Manage daily operations; processes, planning and scheduling, adhering and contributing to standardized processes across all business unit locations
  • Coordinate and facilitate filing of tax return extensions
  • Handle all communication and resolution of E-file tax returns
  • Manage and coordinate distribution of tax organizers
  • Oversee scanning of client tax documents
  • Oversee and monitor the assembly of tax returns
  • Coordinate tax mailings
  • Respond to client requests for tax returns and documents in a timely matter
  • Coach and mentor along with overseeing the workload of the entire administrative team
  • Provides support to the Partners as needed

Qualifications:

  • 5-8 years of administrative experience, prior experience in and accounting firm is preferred
  • Strong working knowledge of Microsoft Word and Excel
  • Strong computer skills and ability to learn new software applications
  • Excellent written and verbal communication skills. Ability to communicate effectively to all levels of the organization.
  • Exceptional organization skills and attention to detail
  • Process-oriented; ability to identify inefficiencies in processes and assist in the design of streamlined processes

 

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