Administrative Assistant Job at Bowman & Company LLP in Stockton

Description:

Bowman & Company, LLP, is currently looking for a qualified Administrative Assistant in order to meet the needs of our expanding practice. We serve family-owned businesses, real-estate owners, high net worth individuals, farmers and wineries, construction contractors, affordable housing projects, and non-profit organizations. We believe in supporting our community and hire people that have strong connections to the Stockton area.

We have achieved National recognition on several occasions, most recently as of 2025 as one of the top 50-firms in the nation. We are committed to maintaining a work place that challenges and motivates our employees, rewards them for their work, and fosters a team approach.

Key Responsibilities

• Provide administrative support to Partners and professional staff, including:
  • Preparing, formatting, and proofreading client correspondence, reports, engagement letters, and tax-related documents.
  • Assisting with the preparation, assembly, and distribution of client deliverables, including financial statements and tax returns.
  • Proofreading materials for grammar, accuracy, and clarity under tight deadlines.
  • Scanning/copying records and documents.
• Support document management processes:
  • Organize and maintain digital and physical files in accordance with firm policies.
  • Manage electronic filing systems, workflow tracking, and client information databases.
• Assist with scheduling, meeting coordination, and maintaining calendars.
• Provide backup support for phones, reception, and mail distribution.
• Assist with basic accounting/administrative functions such as processing payables, preparing deposits, and compiling expense reports.
• Support firm projects and client service initiatives, including year-end mailings, organizer delivery, and client onboarding.
• Assist with training coordination and enrollment of employees in professional development programs.
• Collaborate with colleagues to improve processes and ensure efficiency.
• Use standard office productivity software (word processing, spreadsheets, presentations, document management, and workflow platforms).

Requirements:

Skill and Competencies

· Strong attention to detail and accuracy in all work.

· Excellent grammar, proofreading, and written/verbal communication skills.

· Ability to prioritize tasks, manage multiple deadlines, and thrive in a fast-paced environment.

· Professional demeanor with strong interpersonal and client-service orientation.

· Proficiency with office productivity software (word processing, spreadsheets, presentations, PDF

tools, and document management platforms); adaptable to learning new systems and technologies.

· Ability to type 50wpm

· Experience formatting and editing professional documents and correspondence.

· Ability to work independently with minimal supervision while also collaborating effectively as part of a support team.

· Strong work ethic with commitment to producing quality work under strict deadlines.

· Ability to interact professionally with all levels of the organization, from staff to partners, as well as clients and visitors.

· Prior administrative assistant experience (CPA firm or professional services environment preferred).

· Flexibility to adjust to shifting priorities and extended hours during peak workload periods (e.g., tax deadlines).