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Posted 5 months ago
Requirements and responsibilities
Company: Numera.
Location: 38350 Fremont Blvd. Ste 203 Fremont, CA 94536.
Role: Office Admin.
Qualification: Bachelor’s degree in accounting/finance.
Experience: 1 to 3 years.
Reporting To: Operations Manager.
About Numera:
Numera is a fast-growing, US-based financial services firm delivering solutions across accounting, payroll, tax, and advisory. Our US-India delivery model enables seamless scaling, providing tech-enabled, client-first solutions to individuals, businesses, and nonprofits nationwide. With a global network of professionals and an entrepreneurial spirit, Numera helps organizations unlock growth, navigate complexity, and drive long-term success.
Job Summary:
We are seeking a detail-oriented Tax Preparer & Office Manager with a foundational understanding of tax regulations and some office management experience. The candidate will prepare and submit individual and small-business tax returns, and manage daily office operations to ensure smooth workflow and a professional environment.
Key Responsibilities:
* Manage daily office operations, including scheduling appointments and maintaining office supplies.
* Serve as the primary point of contact for client communication via phone, email, and in-person visits.
* Organize and maintain efficient filing systems, both electronic and physical.
* Oversee and maintain office equipment to ensure proper functioning.
* Coordinate with vendors and service providers for office needs.
* Ensure compliance with company policies and procedures in all office operations.
* Prepare and file individual, corporate, and partnership tax returns, ensuring compliance with federal, state, and local regulations.
* Assist clients with documentation for tax filings, conduct basic tax research, and address discrepancies.
* Review financial records, including income statements and expenditures, while maintaining confidential tax records.
Skills and Qualifications:
* High school diploma or equivalent; some college coursework in accounting or finance preferred.
* 1-2 years of experience in tax preparation or a related field.
* Previous experience in office management or administrative support is a plus.
* Basic understanding of tax regulations and tax software (e.g., TurboTax, QuickBooks).
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Schedule: Monday to Friday.
Work Type: Onsite.
Work Hours: 40 hours per week.
Benefits: Vision, Dental, 401(k), Professional development opportunities.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)