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SalaryDocument Management Assistant Position - Job Summary
Firm: The Onyx CPA Group, Inc. Santa Monica, CA
Hiring Manager: Nadia Mundy-Walker
Owner & Principle: Tiffany Johnson, CPA, CFP®
*This position is 100% Remote*
*This position is for immediate hire*
Resumes can be submitted to Nadia Mundy-Walker at nadia@onyxcpagroup.com
Summary: A virtual CPA rm in Santa Monica, CA looking to welcome a new team member as we strive to grow our business. We are a boutique rm in growth mode. This position is 100% remote and the candidate will need to have a quiet, private area to work in her/his home. This is a great opportunity for career development and advancement in a growing rm.
Job Responsibilities
● Review documents uploaded by clients to our online client portal
● Rename those documents using our newly developed Document Naming System
● Assist Tax Team with data entry in tax software
● Save documents in the appropriate folder
● Ability to work independently
● Strong attention to detail – must be able to follow the Document Naming System, staying organized and efficient
● The ability to keep a detailed daily log of your work
● Excellent communication skills – ease of communication with team members within the rm.
● Ability to assess workload capacity threshold and clearly communicate any needs for support, clarification, and guidance
● Great organizational skills – including the ability to multi-task and handle multiple documents being uploaded daily by clients throughout the busy season within a growing rm
● Excellent time management skills
● Ability to meet deadlines under pressure
● 2-5 years of experience in Document Management
● Use cloud-based software to communicate with team members and track the progress of open jobs (Outlook/365, Slack, Zoom, TaxDome, Google Drive, etc.)
Pay & Benefits
Paid Training (to be discussed during the interview process)
$17-$21 per hour depending on experience
30-40 hours per work (might be more during busy season)
90-day trial period
Availability on Saturdays during the busy season will be required (February - April)
One Business Professional Headshot included (done in studio in Los Angeles)
Job Skills & Qualifications
Required:
● Bachelor’s degree or higher
● 2-5 years of experience in Document Management
● Must ensure confidentiality
● Must sign an NDA and non-compete agreements
● Reliable Internet & phone with quiet and private workspace
Preferred:
● Experience with Document Management system
● Experience with cloud-based apps
Job Types: Full-time, Temp-to-hire
Pay: $17.00 - $21.00 per hour
Expected hours: 30 – 40 per week
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Work Location: Remote
