Operations Associate

Operations Associate

SF Bay Area Salary Range: $70,000 to $80,000 DOE

Lindquist, von Husen & Joyce LLP is a premier public accounting firm headquartered in the San Francisco Bay Area. Talent is our biggest asset and we believe in creating a place where you get the tools you need for success. 

When you succeed, we all do! LvHJ is currently looking for an Operations Associate to support the firm in the planning and execution of our tax and audit client work. This position requires a person with significant attention to detail and the ability to prioritize. The ideal candidate is a fast learner, one who can work with little supervision, and is not afraid to ask questions.

 Operations Associates at our firm . . .

• Manage the pre- and post-preparation process of tax returns which includes scanning and uploading client documents, assembling tax returns for both electronic and delivery, and delivery of finalized returns for both electronic and paper returns;
• Electronically file tax returns which includes tracking the receipts of e-file authorization forms, uploading the signed authorization forms to the file management software, releasing tax returns and extensions, and coordinating with the tax team on missing authorization forms;
• Maintain the workflow of tax returns;
• Upload final tax returns and route sheets to online document storage/retrieval system;
• Provide reproduction and binding of reports;
• Roll forward audit binders to create pro-forma for the current year;
• Assist with the confirmation process, including sending out confirmations, following up with clients and scanning;
• Assist with tracking and preparation of engagement letters/contracts;
• Revise/publish financial statements, cost certifications and engagement letters from supplied information, utilizing Microsoft Office;
• Provide reproduction and binding of reports;
• Work alongside the Operations teams in planning team building events (parties, happy hours etc);
• Take ownership for managing the day-to-day, onsite administrative functions of the firm’s HQ (mail pickup, scanning, reproduction of client documents, break room maintenance, meal ordering et cetera); and
• Perform other daily administrative tasks as needed.

What does it take to work as a Operations Associate at LvHJ?

• Minimum of two (2) year's of administrative support experience in a public accounting firm, or similar;
• Bachelor’s Degree in a business or accounting-related field;
• Ability to, and willingness, to come into the office on a regular basis, including weekends when needed. *Hybrid roles are considered.
• Proficiency with MS Office products – Excel, Word, and Outlook;
• Prior experience with CCH Axcess Suite products OR the ability to quickly learn how to utilize CCH Axcess Suite products;
• Critical thinking skills to make independent and logical decisions;
• Able to communicate effectively in English – both verbally and in writing;
• Highly organized and detail-oriented;
• Ability to self-direct and learn new terminology and processes;
• Experience managing multiple priorities; and
• Experience working with confidential information.

COMPETITIVE BENEFITS: FOR YOUR NEEDS TODAY & FOR YOUR FUTURE

LvHJ offers highly competitive benefits to meet your needs. We advocate for preventative health and work-life balance and ensure our team has appropriate support at the office and outside of work.

FOR YOUR WELLBEING

• Flexible work arrangements, including working remotely, so your well-being always comes first.
• Paid Time Off
• Time off for major holidays
• Company-paid, long-term disability
• Employee Assistance Program (EAP)

FOUR YOUR HEALTH

• Medical, dental and vision insurance (PPO and HMO) (100% paid for employees)
• Pre-tax health care reimbursement program

FOR YOUR FUTURE

• 401(k) - 3% annual compensation contribution; Employer matching, Profit-sharing plan
• Annual salary reviews
• Regular performance feedback
• Education and CPA license reimbursement
• Regular technical training; CPA license hours

OTHER BENEFITS

• Referral commission for new business
• Referral commission for experienced professional hire referrals

*LvHJ will consider qualified applicants, including those with criminal histories, in a manner consistent with San Francisco’s Fair Chance Ordinance.

*LvHJ is an equal opportunity employer. Any application submitted will not be used for limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law.