Office Administrator

Company Description

Rizvi & Rizvi CPAs is a family-owned accounting and tax firm licensed in California with over 35 years of experience. We provide a wide range of professional accounting services tailored to business owners, executives, and independent professionals.

Role Description

This is a full-time, on-site Office Administrator role located in Costa Mesa, CA. The Office Administrator will manage day-to-day operations to ensure smooth functioning of the office. Responsibilities include:

• Answer and route incoming phone calls in a professional manner
• Greet clients and visitors
• Open, sort, and distribute incoming and outgoing mail
• Prepare tax return and financial statement deliverables to be sent to clients
• Manage, track, and organize client documents and files
• Assist with scheduling appointments and coordinating calendars
• Manage and assign work to employees as directed
• Maintain office organization and handle routine administrative tasks
• Support the team with general clerical duties and special projects as needed
• Collaboration with team members to ensure efficient workflows

Qualifications

• Prior administrative or office experience preferred
• Proficiency in Microsoft Office Suite
  and the ability to quickly learn any industry-specific platforms
• Experience with accounting and document management software such as QuickBooks, (Online and/or Desktop), and SharePoint is a plus
• Familiarity with Adobe (PDF preparation, scanning, and organization)
• Strong organizational skills with attention to detail
• Professional, friendly communication style with clients and staff
• Effective communication skills and the ability to work collaboratively
• Prior experience in an accounting, finance, or professional services firm is a plus