We’re on a mission to transform our clients’ lives!! Finances is our primary tool…and tax preparation is a major part of that.

We love the work we do and most importantly, we care about people. That’s why our Yelp reviews have us at the top of the financial services list in many Orange County cities.

Are you ready to be part of our team and systematically change lives with us?
 
We’re looking to continue elevating our client service, so it’s critical we find the right Operations Assistant to join our small, high-energy company!
 
Qualities/Skills/Experience Required:

• Excellent character & integrity

• Dedicated to superior client service (strong interpersonal/communication skills)
• Embrace technology & systems (ability to follow process manuals)
• Strong computer skills (accuracy & efficiency are musts)
• Solid proficiency with MS Office Programs (Outlook, Word, Excel, etc.)
• Ability to work independently & in a team atmosphere (dependable & friendly)
• Detail & deadline oriented (organized & able to multi-task)

 
Brief Description of Duties:

• Heavy data entry
• Scanning, printing, shredding, mailings
• Inventory management (office supplies)
• Greeting incoming clients
• Phone contact using established scripts
• Work with, and assist team members with support tasks

 
We’re Designed to Help You Succeed:

• Company Systems in place for consistent & reliable processes
• Tools provided for efficiency (templates for common tasks, etc.)
• Ongoing training to help you reach the next level!

 
KEY POINTS:

• It's a plus if you desire ongoing seasonal work, with 30-40 hours per week during our busy season (every February - April).
• We’re looking for someone driven to achieve an increased role/responsibility
• Absolutely have to enjoy data entry

 
If you’re ready to take complete responsibility for this all-important role, read on!
 
For Those Interested:

• Please respond via email to [email protected] with resume and cover letter.
• Cover letter must include a brief, one-paragraph description of why you’re looking for seasonal work and why you feel you’d be a great fit for our company.
• NOTE: you must follow these exact instructions, or your resume will be discarded. Thank you!

 
Other Details:

• Hiring immediately
• 30-40 hours per week during prime tax season of February 4 - April 16
• Need own transportation
• Office location is Mission Viejo
• Background check required

 
Compensation/Benefits:​

• Compensation discussed during interview
• Outstanding work environment (great culture – positive, fun, people-oriented)
• We encourage work/life balance

 
We believe in making a strong investment in people. That includes our clients and team members. If you look forward to working in that environment, we’d love to hear from you!
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