Job Description

Receptionist / Administrative Assistant

Location:

Pacific Professional Building -- 4255 Pacific Ave, Suite 10, Stockton, CA 95207

Company:

Walters Tax & Financial Services

Type:

Seasonal (January-May), with potential for part-time employment after tax season

Work Setting:

In-person, on-site only

Pay:

$20.00-$23.00 per hour (based on education and experience)

Schedule:

Tax Season (Jan-May):

Monday-Friday, 8:00 AM-7:00 PM; Saturday, 10:00 AM-3:00 PM Overtime is mandatory during tax season; schedule subject to change*

Benefits:

Holiday pay, sick pay, performance bonuses, health insurance, and CalSavers Roth IRA participation

About Us

Walters Tax & Financial Services is a small, locally owned business in Central Stockton dedicated to providing exceptional tax preparation and bookkeeping services to individuals and businesses. We value accuracy, professionalism, and personalized client care. Our team enjoys a supportive, flexible environment that encourages growth and collaboration.

Position Overview

We are seeking a motivated and organized

Receptionist / Administrative Assistant

to join our team. As the first point of contact for clients, you will play an essential role in creating a positive and professional experience. This position also provides key administrative support to help keep daily operations running smoothly during our busiest season.

Responsibilities

Greet and assist clients in a friendly, professional manner Answer phones, schedule appointments, and manage the firm calendar Handle incoming and outgoing mail and packages Maintain a clean and organized reception and client waiting area Perform administrative tasks such as data entry, scanning, filing, and document preparation Manage our online client portal to maintain accurate client records Record and post client payments; send reminders for outstanding balances Facilitate client signatures and the delivery of completed tax returns and documents Occasionally run local errands (e.g., bank deposits, post office)

Qualifications

High school diploma or equivalent (additional education in office administration is a plus) Prior experience in an accounting, tax, or financial office is preferred Familiarity with basic accounting or tax terminology Proficiency in

QuickBooks

or similar accounting software Proficiency in

Microsoft Office

(Word, Excel, Outlook, Office 365) Strong organizational skills and attention to detail Excellent written and verbal communication skills Friendly, professional demeanor and ability to handle a fast-paced environment

How to Apply

If you are a motivated individual with excellent organizational skills and strong attention to detail, we would love to hear from you. Please submit your

resume

and a

brief cover letter

describing your relevant experience and why you're interested in joining our team.

Job Type: Temporary

Pay: $20.00 - $23.00 per hour

Expected hours: 50 - 55 per week

Benefits:

Employee discount Health insurance Paid time off Retirement plan
Ability to Commute:

Stockton, CA 95207 (Required)
Ability to Relocate:

Stockton, CA 95207: Relocate before starting work (Required)
Work Location: In person