Job Details

Administrative Office Staff

  2022-07-19     Snow Hartman Fong & Associates     1213 Lincoln Ave Suite 207  

We are a small fun energetic CPA firm in the San Jose (Willow Glen) area, looking for an administrative office assistant to join our team. This person will be part of the Administrative Staff. We have a genuine and humble environment to help create a high‐quality work-life balance. Our culture and values include kind communication and interaction, understanding, flexibility, compassion, continued learning and development, and striving to be the best you can be.

This position will be a full-time non-exempt position. Overtime may be required during February 15-April 15th. The rest of the year will be flexible. Starting in May, the office closes at noon on Friday.

Responsibilities will include but are not limited to:

  • Meeting and greeting clients in a friendly and professional manner
    • Assembling tax returns; mailing; uploading to portal (we can train you)
    • E-filing tax returns; obtaining e-file authorization forms using Docusign.
    • Answering the phones and directing phone calls to the appropriate staff member, retrieving messages from voicemail, and forwarding messages to appropriate personnel
  • Setting up of workstations when needed (a little bit of IT)
  • Handle the daily office functions efficiently and in a timely manner
  • Sorting and distributing mail
  • Making calendar appointments for the partners
  • Posting to Accounts Receivable; collections; AR maintenance
  • Assist with mailing of materials, ordering office supplies, etc.
  • Filing, faxing, copying, scanning


Excellent communication skills both written and verbal

Strong interpersonal skills

Strong organizational skills

Great attention to details

Strong multi-tasker

Excellent time management skills

MS Office proficiency

Self-motivator with a go-getter attitude!

What we offer…

  • Flexibility
  • Sick time accrued
  • Vacation accrued
  • Holiday, contingent on number of hours worked
  • 401k with 3% employer matching
  • Half-day Fridays in the slow season

This is an in-office position.

We have free parking.

Do not contact this company in solicitation of any product or service.

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