JOB DETAILS

Temporary Administrative Assistant

CompanyNAVOLIO & TALLMAN LLP
LocationWalnut Creek
Work ModeOn Site
PostedJuly 31, 2026
About The Company
Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides. Our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele. We specialize in a broad spectrum of securities funds, private equity and venture capital firms, real estate firms, high-net-worth individuals and closely-held businesses. We also use the most cutting-edge technology in our profession. We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system. This provides us with not only the confidentiality and security needed, but also allows us to service clients located anywhere in the world.
About the Role

Description

We are looking for an Administrative Assistant with over 2 years of experience for our Walnut Creek, CA office, particularly one who understands the importance of professionalism, technical excellence, and commitment to the highest standards. When you work with us, you will have the opportunity to make an impact.


We offer state of the art equipment and firm events that help our staff foster personal connections with all their coworkers and promote collaboration in the workplace. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. We have even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years and was also ranked 9th in the entire nation by Accounting Today’s “Best Firm for Women to Work For” for 2022!


Work Environment:

  • 5 days per week in our Walnut Creek office
  • Dynamic with frequent collaboration with team members and stakeholders
  • Requires a high degree of urgency in completing tasks and assignments
  • Embraces and encourages ongoing change and improvement


Position Responsibilities:

  • Prepare, manage, and distribute client documents and communications efficiently, ensuring personalization, accurate tracking and proper recordkeeping
  • Maintain and manage client databases, reviewing records for completeness and up-to-date information
  • Assist with client onboarding by collecting and reviewing documents, setting up records in firm systems, and completing required approvals
  • Prepare and review tax and audit/assurance assemblies for accuracy
  • Administer client e-file submissions, monitor status, and maintain complete records, as needed
  • Coordinate outsourcing by preparing and sending client documents to external teams, tracking progress and completed work
  • Assist on billing, as needed
  • Perform additional responsibilities, including overflow work, special projects, and operational tasks, to support administrative and accounting functions and facilitate smooth firm operations
  • Train new team members in administrative processes, as needed

Requirements

  • 2+ years of administrative experience in a professional services or accounting firm preferred
  • Experience with professional services or firm management software is a plus; candidates should be able to quickly adapt to new tools and systems
  • Advanced Microsoft Excel skills, including formulas, pivot tables, and data analysis as well as strong proficiency in Word and DocuSign
  • Familiarity with time entry systems, billing platforms, and client portals
  • Excellent organizational and multitasking abilities, strong communication skills, with keen attention to detail
  • Ability to manage multiple priorities and deadlines with accuracy and professionalism
Key Skills
Administrative supportMicrosoft ExcelMicrosoft WordDocuSignData entryClient communicationRecordkeepingClient onboardingTax assemblyAudit assemblyBillingTime entry systemsOrganizational skillsMultitaskingAttention to detailProfessionalism
Categories
AdministrativeFinance & Accounting
Benefits
State of the art equipmentFirm events
Job Information
📋Core Responsibilities
The Administrative Assistant will manage client documents, communications, and databases while assisting with onboarding and tax/audit assembly processes. They will also support firm operations by coordinating outsourcing, handling billing, and training new team members.
📋Job Type
full time
💰Salary Range
$55,000 - $68,000
📊Experience Level
2-5
💼Company Size
71
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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