Operations Specialist

Carmichael Area CPA is seeking a well-qualified Operations Specialist to assist in the operation of a mid-sized CPA firm.

Our office has a start-up/entrepreneurial vibe that comes from our growth, initiatives, and tech forward direction. We promise there will be lots of fun (less traditional) tasks that our Operational Specialist will help tackle, but the general duties are as follows:

Maintains the highest level of client services.

Completes operational requirements by maintaining an organized workflow and schedule of prioritized assignments.

Feels comfortable speaking on the telephone, including managing multiple lines.

Maintains strong communications skills, including a strong understanding of proper written grammar.

Maintains office efficiency by planning and implementing office systematic procedures.

Ensures office operations and procedures are organized.

Ensures filing systems are maintained and current. (heavy emphasis on digital organization)

Performed clerical functions effectively and efficiently.

Ensures office efficiency is maintained by adopting and carrying out standard office processes.

Maintains standards and promoting activities that enhance operational procedures.

Ensures security, integrity, and high consciousness of data confidentiality necessity.

Keeps work area and common areas neat and ready for visitors.

Performs additional responsibilities as delegated by management.

Adheres to office policies and procedures.

COVID: We are COVID conscience and take the health and safety of our staff, clients, and community very seriously. We will take every necessary precaution in continued operation.

ABOUT US: We are a modern, Sacramento area firm that invests in the future of employees. We are family oriented and offer a relaxed work atmosphere. We are constantly growing and would like a new member to grow with us. We offer benefits, pension, paid time-off, and more. Compensation is competitive and varies depending on experience.

ABOUT YOU: You are responsible and articulate. You are adaptive and comfortable in a high-tech modern office. You are self-motivated and have a desire to succeed. Some knowledge of accounting is a plus, but it is not required; we can teach you that.

This is a great opportunity for an adaptive veteran of the industry or a college student seeking to break into the business world or accounting profession.

Please send us an email expressing your interest including your resume and we will respond with the next steps.

We look forward to meeting you!