Job Description

Job Description

Job Description

Position Overview

In this role, you will play a critical part in maintaining smooth operations by handling bookkeeping tasks, administrative duties, and supporting our team in delivering exceptional service to our clients.

Key Responsibilities

• Maintain accurate client financial records using QuickBooks Desktop or Online:
  • Handle all aspects of bill paying either through accounts payable or downloading and recording expenses paid through client bank account.
  • Record customer receivable payments
  • Record and track client income and expenses, ensuring proper categorization and compliance.
  • Perform bank and credit card reconciliations
  • Assist with payroll and filing payroll returns, sales tax returns and other compliance-related documents.
• Assist with tax preparation tasks on Lacerte Software.
• Manage engagement letter production, answer phones, schedule appointments, scan and organize files.
• Assist with onboarding new clients and maintaining client records.
• Provide general administrative support to ensure efficient office operations.

Qualifications

• Previous experience in bookkeeping or office administration (experience in a CPA or accounting firm is a plus).
• Proficiency in QuickBooks and Microsoft Office Suite
• Strong organizational and multitasking skills.
• Excellent attention to detail and commitment to accuracy.
• Professional communication skills and a client-focused attitude.

May be able to do partial remote work during non-busy season.

Progressive firm in a paperless environment

Company Description

Progressive firm in a paperless environment

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