• Administrative Assistant

    Robert Half Office Team (San Mateo, CA)


    Description

    Robert Half is working with a busy CPA firm seeking a highly organized and dependable Administrative Assistant to support their tax services during peak tax season. This role is critical to keeping client workflows, documentation, and deadlines running smoothly. The ideal candidate thrives in a fast-paced professional environment, communicates clearly with clients, and has experience working with CCH tax and practice management systems.

     

    This is a 3 month contract with full time hours role. If you are available for work, please find the description below and if interested, apply ASAP. Interviews can take place this week. Do not wait! Apply now!

    Key Responsibilities

    + Serve as the first point of contact for clients via phone, email, and in-person interactions, delivering a professional and welcoming experience

    + Manage client intake, document tracking, and workflow using CCH (Axcess / ProSystem fx / Practice Management)

    + Assemble, process, and route tax returns and supporting documentation accurately and efficiently

    + Maintain electronic and physical filing systems in compliance with firm and regulatory standards

    + Track tax return statuses and ensure deadlines are met during peak season

    + Coordinate with accountants and tax preparers to support day-to-day operations

    + Schedule client appointments and manage calendars as needed

    + Assist with e-filing, engagement letters, extensions, and client correspondence

    + Handle administrative tasks including scanning, data entry, mailing, and billing support

    Requirements

    Qualifications

    + Previous administrative experience in a CPA firm or professional services environment preferred

    + Familiarity with CCH tax software strongly preferred

    + Strong attention to detail and ability to manage high volumes of work accurately

    + Excellent organizational, time-management, and communication skills

    + Comfortable working under tight deadlines in a seasonal, high-pressure environment

    + Proficiency with Microsoft Office (Outlook, Word, Excel) and document management systems

    + Professional demeanor with a strong commitment to confidentiality

    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.

     

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