Job description

Administrative assistant / bookkeepper needed for a 2 person CPA office. Needs to be thorough, organized and trust worthy. Must be able to work independently, be a self-starter and self-motivated. Looking for a candidate that will be with the firm for the long term.

Position is for 30 hours a week and hours/days are flexible.

Prior CPA firm experience is a plus since the candidate will already be familiar with firm activities.

Normal responsibilities/duties would include:

Administrative tasks:

- Answer phones and emails and handle client inquiries and info needed tasks.

- Check voicemails in the morning.

- Prepare and format financial statements in Excel.

- Scanning of client accounting documents and saving in electronic file.

- Type financial statement notes, reports and various letter types

- Update client files / make up client files / filing / mailings

Additional tasks during tax season:

- Greet clients and other visitors

- Scanning of client tax documents and saving in electronic file in the correct client file folder.

- Onboard processing of client tax data: pull file, prepare control sheet, mark as received, etc.

- Coordinate mailings and tax data with offsite staff

- Assemble tax returns

- prepare Organizer packages for mailing to clients

- Post office runs as needed

Skills needed for administrative tasks:

Excel formatting and basic formulas.

Good social skills needed for interactions with clients.

Must be able to multi-task and be organized. There’s a multitude of tasks to do during tax season. Must be able to prioritize.

Professional and courteous phone voice.

Bookkeeping tasks:

- Data entry of bank transactions and credit card transactions into appropriate GL account

- Payroll processing and payroll tax forms: prior experience not needed but must be willing to learn the process and understand all steps of payroll. Will offer online continued education seminars during normal work hours.

- Filing of sales tax prepayments

- Year end W-2s and Form 1099’s for our clients: consists of data entry that needs to be accurate and electronic submittal of forms.

Skills needed for Bookkeeping tasks:

Clients are billed based on time spent on a task so, must be able to complete work efficiently and accurately.

Must be detail oriented: you are working with data that must be entered correctly and numbers that must be calculated correctly.

Keep track of due dates and deadlines for clients that you work on and be sure to meet those dates.

SIMPLE IRA, vacation and sick pay offered.

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Work Location: One location

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