• Filing Assistant

    Robert Half Office Team (San Diego, CA)


    Description

    Our team is seeking a proactive and organized Filing Assistant to join a growing tax firm in Mira Mesa, CA. In this permanent, onsite role, you will support our staff in maintaining accurate and confidential financial records essential for efficient tax processing and compliance.

    Key Responsibilities:

    + Organize, label, and maintain physical and electronic files for client tax documents and firm correspondence

    + Retrieve and file records in accordance with company and IRS retention policies

    + Scan, copy, and archive sensitive documents, ensuring data integrity and confidentiality

    + Assist with document intake, sorting, and distribution to the appropriate team members

    + Support administrative tasks such as data entry and basic reporting as needed

    + Collaborate with colleagues to ensure timely and secure access to records during tax season

    Requirements

    + Previous experience in administrative support or filing, ideally in tax, accounting, or related financial services

    + Attention to detail and strong organizational skills

    + Familiarity with Microsoft Office Suite and document management systems

    + Ability to manage sensitive information with professionalism and discretion

    + Dependable, punctual, and able to work with minimal supervision

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .