Join Our Team

At Weber and Company, Inc. we are always looking for talented people to join our team. We invite you to contact us, tell us a little about yourself, your experiences, education, and your areas of interest. We look forward to expanding our team with new diverse talent. Please email your resume and cover letter to info@weberandcompanycpa.com.

• Tax Administrative Assistant

  Tax Administrative Assistant

  We are a growing Silicon Valley-based public accounting firm seeking a dependable administrative assistant to fill a full-time staff position in our expanding practice. Candidates must be computer literate and highly organized with excellent written and oral communication skills. Successful candidates will have a positive attitude, excellent work ethic and willingness to learn.
   

  Essential Duties & Responsibilities:

  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Answers multi-line telephone system, takes accurate messages and transfers telephone calls to the appropriate personnel in polite, professional and efficient manner.
  • Schedule client appointments as necessary and organize conference and meeting room bookings.
  • Greet and screen incoming visitors in a professional manner and promptly notifies appropriate party of their arrival.
  • Operates standard office equipment as necessary, including but not limited to computers/laptops, printers/scanners, fax machines and postage meter.
  • Make copies and scan tax documents.
  • In-take tax documents
  • Bulk mail yearly organizers
  • Assemble final tax package and provide to client
  • Handle checks and credit card payments over the phone
  • Maintain cleanliness of the entire office and restock conference rooms, kitchen and lunch rooms.
  • Perform duties as needed

  
  

  Education/Experience:

  Obtained or in the process of obtaining college degree with minimum of high school diploma or general education degree (GED).

  Minimum 1-2 years of administrative work experience in office environment.

  Minimum 2-3 years of experience in a financial industry.

   

  Knowledge, Skills, and Other Abilities:

  • Professionalism
  • Time management
  • Effective communication both written and verbal
  • Attention to detail
  • Sense of urgency and completion of core duties and tasks assigned
  • Ability to work independently with a high degree of initiative, discretion and confidentiality
  • Familiarity experience with Microsoft Office, Word, Excel, Outlook and Adobe PDF
  • Knowledge of QuickBooks Accounting Software is a plus
  • Knowledge of Lacerte Tax program is a plus

  
  

  Physical Demands:
  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  While performing the duties of this job, the employee is regularly required to sit, use hands, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to climb or balance, and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds. 

  Work Environment:
  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  The noise level in the work environment is usually moderate.

  The tax season creates a faster pace and more demand. We usually require overtime during the months of March, April, September and October.

  
  To apply for this position, please send resume and cover letter.

  About Weber and Company, Inc.

  Weber and Company, Inc. is a full service accounting firm based in Silicon Valley. Our unique niche is international tax for corporations as well as individuals, estates and trusts. Our diverse client base ranges from high net worth individuals and families to private equity firms, IT service companies and Small Business Administration (SBA) regulated companies. We also provide attestation services for widely ranged businesses.