Seasonal Administrative Assistant at Platform… · Encino

Summary: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services. They are seeking a Seasonal Administrative Assistant to support the front office team by providing a variety of clerical and administrative services, ensuring accuracy and organization in their tasks. Responsibilities: - Organize, scan, file, and upload documents to project software, document storage systems, and web portals - Assemble tax returns and prepare financial statements in both paper and PDF formats, ensuring accuracy and proper organization - Upload tax returns into document storage systems and arrange files for signature pages, multiple state filings, and tax estimates - Utilize strong Adobe skills to edit, combine, bookmark, and organize PDF documents - Easily learn and adapt to new technology and work across multiple systems - Create, track, and manage projects within computer systems; organize and maintain physical and digital files for staff - Perform data entry assignments across a variety of software systems; proficiency in Microsoft Office required - Execute detailed procedures for each step of projects and internal processes with a high level of accuracy - Communicate professionally with clients via email and phone; schedule meetings with staff as needed - Demonstrate strong attention to detail, analytical skills, and the ability to manage multiple priorities with a flexible and positive attitude Required Qualifications: - Professional office experience 1 yr +, proficient with Microsoft Office suite - Advanced knowledge of Adobe Acrobat for creating, editing, and organizing PDF documents - Attention to detail and ability to multi-task - Excellent verbal and written communication skills - Independent worker and learner, willingness to take on new tasks - Ability to self-manage projects, proactive problem solving, analytical skills - Ability to learn, understand and utilize new technology systems quickly Required Skills: Microsoft Office, Adobe Acrobat, Data Entry, Document Management, Client Communication, Project Management