Office Administrator at myStartupCFO LLC
Fremont, CA
About the Job
Company: GlobalCFO, LLC
Location: Fremont (Hybrid)
Role: Office Administrator
Qualification: Bachelor’s degree in Accounting/Finance
Reporting To: Manager Experience: 0 to 3 years
About the Company:
GlobalCFO is a rapidly growing US-based company providing financial, bookkeeping, payroll, tax, investment, business management, and consulting services to individuals, partnerships, companies, non-profit organizations, and other business entities primarily in the US. Our joint servicing teams working out of the US and India ensure Clients have the best financial, tax, and accounting support.
The Role:
We seek a detail-oriented Tax Preparer/ Office Manager with a foundational understanding of tax regulations and some experience in office management. The ideal candidate will be responsible for preparing and submitting individual and small business tax returns, as well as managing daily office operations to ensure smooth workflow and a professional environment.
Key Responsibilities:
Tax Preparation Duties
● Prepare and file individual, corporate, and partnership tax returns.
● Assist clients in gathering necessary documentation for tax filings.
● Ensure compliance with federal, state, and local tax regulations.
● Conduct basic tax research to resolve discrepancies or answer client inquiries.
● Review financial records such as income statements and documentation of expenditures.
● Maintain confidential tax records and files in an organized manner.
Office Management Duties:
Manage daily office operations, including scheduling appointments and maintaining office supplies.
Serve as the primary point of contact for client communication, including phone calls, emails, and in-person visits.
Organize and maintain an efficient filing system, both electronically and physically.
Oversee and manage office equipment, ensuring everything is functioning properly.
Assist in payroll processing and other administrative duties as required.
Coordinate with vendors and service providers for office-related needs.
Ensure that all office operations comply with company policies and procedures.
Key Skills:
● Strong attention to detail and organizational skills.
● Excellent communication skills, both written and verbal.
● Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
● Ability to manage multiple tasks and work independently in a fast-paced environment.
Qualification, Experience & Other Requirements:
● Education: High school diploma or equivalent; some college coursework in accounting or finance is preferred.
● 1-2 years of experience in tax preparation or a related field.
● Previous experience in office management or administrative support is a plus.
● Knowledge: Basic understanding of tax regulations and tax software (e.g., TurboTax, QuickBooks).
Location: Fremont (Hybrid)
Role: Office Administrator
Qualification: Bachelor’s degree in Accounting/Finance
Reporting To: Manager Experience: 0 to 3 years
About the Company:
GlobalCFO is a rapidly growing US-based company providing financial, bookkeeping, payroll, tax, investment, business management, and consulting services to individuals, partnerships, companies, non-profit organizations, and other business entities primarily in the US. Our joint servicing teams working out of the US and India ensure Clients have the best financial, tax, and accounting support.
The Role:
We seek a detail-oriented Tax Preparer/ Office Manager with a foundational understanding of tax regulations and some experience in office management. The ideal candidate will be responsible for preparing and submitting individual and small business tax returns, as well as managing daily office operations to ensure smooth workflow and a professional environment.
Key Responsibilities:
Tax Preparation Duties
● Prepare and file individual, corporate, and partnership tax returns.
● Assist clients in gathering necessary documentation for tax filings.
● Ensure compliance with federal, state, and local tax regulations.
● Conduct basic tax research to resolve discrepancies or answer client inquiries.
● Review financial records such as income statements and documentation of expenditures.
● Maintain confidential tax records and files in an organized manner.
Office Management Duties:
Manage daily office operations, including scheduling appointments and maintaining office supplies.
Serve as the primary point of contact for client communication, including phone calls, emails, and in-person visits.
Organize and maintain an efficient filing system, both electronically and physically.
Oversee and manage office equipment, ensuring everything is functioning properly.
Assist in payroll processing and other administrative duties as required.
Coordinate with vendors and service providers for office-related needs.
Ensure that all office operations comply with company policies and procedures.
Key Skills:
● Strong attention to detail and organizational skills.
● Excellent communication skills, both written and verbal.
● Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
● Ability to manage multiple tasks and work independently in a fast-paced environment.
Qualification, Experience & Other Requirements:
● Education: High school diploma or equivalent; some college coursework in accounting or finance is preferred.
● 1-2 years of experience in tax preparation or a related field.
● Previous experience in office management or administrative support is a plus.
● Knowledge: Basic understanding of tax regulations and tax software (e.g., TurboTax, QuickBooks).
Salary
50 - 60 /year
