We are seeking an Office Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.
Responsibilities:
Greet and assist office guestsAnswer and route inbound telephone callsScan various documents as directedAssist with filingPerform other office tasks as directedQualifications:
Previous experience in office administration or other related fieldsAbility to prioritize and multitaskExcellent written and verbal communication skillsStrong attention to detailStrong organizational skillsCompany DescriptionWe are an advisory CPA practice, which means that we do more than just bookkeeping, payroll, and income tax preparation. We proactively lead our clients on interesting engagements that reduce income taxes and increase their wealth over time.Company DescriptionWe are an advisory CPA practice, which means that we do more than just bookkeeping, payroll, and income tax preparation. We proactively lead our clients on interesting engagements that reduce income taxes and increase their wealth over time. Read LessWe are looking for a Bookkeeper Staff Accountant to manage the monthly posting and analysis of income and expense transactions for our clients. Responsibilities also include reconciling bank and credit card accounts to monthly statements and other usual tasks depending on a particular client's needs. Because of the need to interact with multiple clients on a regular basis, we are looking for persons who can multi-task under pressure with accuracy.
To be successful in this role, you should have previous experience with bookkeeping and payroll. Because we use QuickBooks Desktop and QuickBooks Online financial accounting software and ADP Payroll software, prior experience using these programs is a must.
In addition to technical ability and personal capability, we are looking for persons who will be good communicators with clients and coworkers, like working together in a pleasant team environment, and are open to personal and financial advancement.
Responsibilities
· Manage assigned clients to receive financial transactions and other information so that work can be completed timely
· Accurately input all accounting transactions
· Reconcile bank and credit card accounts
· Reconcile other accounts depending on a particular client's needs
- Input and process recurring payrolls and send reports to clients
· Communicate with the client to gather additional information on unusual or unexpected transactions
· Communicate with the Accounting Manager when guidance or support is needed
· Report to the Accounting Manager when the month's financial activity is complete and ready for analysis and approval
· After approval, print the monthly, quarterly or annual financial sets to the firm's electronic file cabinet
· Push the financial sets from the firm's electronic filing cabinet to the client's portal
· Complete checklists and status reports for completed work
Requirements
· Good communicator with a good personality
· Expertise using a computer and a 10-key calculator
· Expertise using QuickBooks Desktop and QuickBooks Online financial accounting software
- Expertise using ADP Payroll (or similar) payroll processing software
· Expertise using MS Word, Excel, Outlook and Teams software
· Strong attention to detail and good analytical skills
· Knowledge of accounting functions and procedures
· Prior work experience as a Full-Charge Bookkeeper or Staff Accountant
· Minimum Education: High School Diploma with great work experience
· Median Education: Associate's Degree in Accounting with good work experience
· Further Education: Bachelor's Degree in any science department major with reasonable work experience
Company DescriptionWe are an advisory CPA practice, which means that we do more than just bookkeeping, payroll, and income tax preparation. We proactively lead our clients on interesting engagements that reduce income taxes and increase their wealth over time.Company DescriptionWe are an advisory CPA practice, which means that we do more than just bookkeeping, payroll, and income tax preparation. We proactively lead our clients on interesting engagements that reduce income taxes and increase their wealth over time. Read Less