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AdminBooks, Inc is a fast-growing, paperless accounting firm in Morgan Hill, CA that serves businesses and individuals mostly in CA, but we do have clients in many other states. We assist business owners with monthly bookkeeping, payroll, and sales tax reporting.  We also train clients on how to use QuickBooks - did we mention we LOVE QB??  Our busy tax department processes returns for individuals, corporations, S-corps, partnerships, non-profits and trusts.


Join our amazing team to provide our clients with PEACE OF MIND!


Immediate job opening for office assistant to work in our Morgan Hill office Monday thru Friday for 40 hours a week.  PLEASE READ ENTIRE JOB POSTING AND ALL DETAILS.  If you do not follow instructions completely, you will not be contacted for an interview!


Check out our website at: www.adminbooks.com or our Facebook business page: www.facebook.com/adminbooks. (Highly recommend that you stalk us to make sure you want to hang out with us!)




Are you looking to ignite your passion to help people?  Do you love to take chaos and create order?  Does it bug you when something is misspelled or the spacing is off?  Does learning new things and growing with a company excite you?  Do you long to work hard, have a great attitude while having FUN?  (No, that is not an oxymoron when describing an accounting office!)  In so many ways, this is like no place you have ever worked!


Skills required:


Knowledge of Word, Excel & Outlook, communicates well verbally and written format, is process oriented, take initiative and offers solutions, replies to clients in 24 hours or less, humble, hungry, can easily pick up on social cues from others, focused on caring for people, must be super comfortable on the computer typing a minimum of 65 wpm, able to move quickly between programs and quickly learn new technologies, enjoys keeping the office in order, able to recognize priorities and meet deadlines, capable of multi-tasking many small tasks, good with people, vigilant about the details, and desires to be a part of something larger than themselves.


The right person will:


  • Warmly greet clients/visitors in the office
  • Answer phone calls, schedules appointments, finds solutions for caller
  • Generate contracts in Word for new clients, converts to pdf, follows up
  • Maintain excel list to track potential clients, follows up with emails/phone calls/text messages, saves emails to pdf
  • Anticipate the needs of the CEO, the clients and the office by going the extra mile
  • Create tax projects, follows up with clients, organizes client documents for tax returns
  • Manage comany social media and newsletters
  • Bills clients for work completed
  • Order office supplies, marketing items, oversee office equipment needs (phones, copier, scanner)
  • Update Google docs, enters in billable time, schedules travel arrangements, sends text messages to clients
  • GREAT opportunity to learn QuickBooks and update client bank accounts
  • GREAT opportunity to learn tax preparation


We use a bunch of technology: Microsoft Outlook, excel, word, Smart Vault, Asana, eBillity, ShareFile, QuickBooks Online, Google Docs, GoToMeeting, Remote Desktop, and more!


Interview process: We take our time in the interview process to not only make sure we communicate the job expectations but also to make sure the candidate is a right fit for our office culture.


Applying for the job: Don't apply for the job if you are full of drama, can’t show up on time or wake up in the morning like Eeyore.  If you are a perfectionist at heart and find fulfillment to reassure people that might have fear, anxiety or frustration around money/taxes, then you might want to apply for the opportunity to join our team! This job is perfect for the candidate that wants a CAREER IN THE ACCOUNTING FIELD...the opportunity to do bookkeeping or tax preparation.  NOTE:  Please follow directions below if you want to be called for an interview!


Don't email your resume without answering the 5 questions below in a cover letter - you will not be called for an interview...it's a test to see if you can follow directions!


ONLY if you meet the above requirements, please apply:


1.Email your resume to info@adminbooks.com


2.Email a cover letter that will include:


(a) Desired compensation


(b) Available start date


(c) Why the job is particularly of interest to you


(d) Why you would be the best candidate for the job


(e) Let us know if you caught any typos or grammar errors in this ad


NOTE: We will only schedule interviews with those candidates who answer ALL 5 of the above questions on their cover letter.  If you put, "I AM A ROCKSTAR" in the subject line of your email, you will get bonus points for following directions!


No phone calls please; in fact, if you call, you will disqualify yourself from an interview.


Hourly compensation based upon proficiency skills.


All final candidates will require typing test, personality test, grammar test and a background check before employment.


While this position does NOT offer health, dental or vision insurance, we do offer retirement, retirement matching, holiday pay, sick pay, contingency bonus, tax return preparation and many other perks!

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