Job Details

Job Description

Part Time-Administrative Assistant needed for a Real Estate Investment firm in Irvine. This role is Tuesday-Thursday for 3-4 months. Must be able to work 8 hours each day.

This role will be supporting the Investor Relations Department with K1 Tax filings:
K-1 Processing & Tracking: Actively monitor, download, scan, and organize incoming K-1 forms, ensuring they are properly distributed to client files.
Document Management: Collect, index, and manage client tax documents (W-2s, 1099s, brokerage statements) via secure portals.
Administrative Duties: Prepare and send engagement letters, manage tax filing compliance logs, and coordinate with clients for missing information.
e-File & Compliance: Monitor e-File acceptance, track extensions, and manage deadlines to ensure compliance with federal, state, and local regulations
Manage mailings, return mail and all documents coming and going from the department.

Experience: 2+ years of Admin tax support, bookkeeping, or public accounting experience is often required.
Software Proficiency: Experience with MS Office and some exposure to Tax software is a plus
Attention to Detail: High accuracy in data entry
Communication: Ability to communicate clearly with clients to request documents and with senior staff to report status.
Confidentiality: Strict adherence to data security and client confidentiality policies

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

Job Reference: JN -022###-####82