Careers

Receptionist/Administrative Professional at CPA Firm in San Marcos, CA

At Magnus Blue LLP our team is our most valuable asset. We are committed to a “Help First” approach with our team
members and clients. We are seeking a professional, reliable, and personable candidate to be the first point of contact for
our clients. Challenging and diverse responsibilities include client, professional and administrative support. Long term
career potential for qualified candidate.

At Magnus Blue LLP, we love our jobs. Audits, taxes, compliance – we enjoy it all, and we’re proud to offer consulting services that go beyond basic accounting.

Our Team! We spend the majority of our daytime hours with our colleagues and believe we should make the most of it while we are here. We are committed and loyal to helping our colleagues and clients with a “Help First” mentality.

Keep Reading If:

YOU WANT TO JOIN A FIRM THAT VALUES HARD WORK AND HIGH QUALITY 

You thrive working in a fast-paced environment and achieve thorough and accurate results when accomplishing tasks, exhibiting concern in all areas of your work. You have exceptional follow up and prioritization, being able to manage multiple tax assignments in varying stages, managing correspondence with tax agencies, always focused on learning how to best support your clients in an ever- changing tax environment.

 

YOU ARE A NATURAL RELATIONSHIP BUILDER WHO IS A HANDS-ON, PROBLEM-SOLVER 

You possess the initiative and creativity needed to contribute to client-issue solutions, for our clients’ business entities, identifying advantageous planning opportunities, or developing tax strategies while also successfully multitasking your role responsibilities.

 

YOU ARE AN INDEPENDENT SELF-STARTER WHO ALSO VALUES TEAM COLLABORATION 

You know the importance of working with a team to achieve positive outcomes for your clients and enjoy helping colleagues so they can be successful.

Primary Responsibilities:

  • Handle daily client and team member communication with ease and professionalism
  • Answer and direct incoming calls and prepare outgoing mail
  • Schedule prospective client appointments for managers and partners
  • Manage client ShareFile and provide clients with confidential tax documents
  • Assemble confidential tax returns, financial statements and correspondence to IRS
  • Occasional overtime hours (including Saturdays) required, especially during tax season
  • Monitor kitchen & office supplies
  • Daily filing & scanning
  • Prepare Conference Room for meetings & maintain clean office appearance

 

Required Skills:

  • Expertise in Excel, Word and Outlook
  • Friendly, energetic, versatile, and experienced
  • Reliable, responsible, and trustworthy
  • Willing to learn, inquisitive and personable
  • Capable of working independently and with a team
  • Effective multitasker – especially under pressure
  • Detail oriented with high organizational skills and effective time management
  • Reliable car for errands and transportation

 

Preferred:

  • CPA Firm Experience
  • Experience with tax software
  • Speed and accuracy in data entry and typing
  • 2+ Years College or equivalent education or experience

Benefits:
 

  • Paid Holiday and PTO, Medical Benefits, Life Insurance and 401K for FT employees after introductory period
  • Professional and friendly office with a strong family-oriented culture
  • Health Insurance
  • Long-term Disability Insurance
  • Life Insurance
  • Retirement Plan
  • Paid Time Off
  • Fun and frequent team-building events!

What We Offer

Magnus Blue is a full-service accounting firm providing tax, attest, and consulting services to clients since 1981. Our clients include closely held businesses, high net worth individuals, and non- profit organizations.

We have built a strong reputation in San Diego County for our high touch client service. We take pride in our reputation, and we pride ourselves on our commitment and passion towards our firm’s culture, oriented around our core values.

 

THE OPPORTUNITY

Our three partners range in age from 30’s to 50’s. We promote from within the firm and we experience lower than normal turnover. People stay because they love to work here!

COMPANY BENEFITS INCLUDE

Competitive salary, 401K plan, medical and vision insurance, and paid time off.

This is an in-office position. Our main office is located at 100 E San Marcos Blvd #100, San Marcos, CA