Position Description

The administrative assistant/accounting associate will work in a fast paced, deadline driven environment. The position will consist of a wide array of support functions relevant to a CPA firm including office management tasks and data entry for bookkeeping and tax return projects.

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Qualifications

• High school diploma (or equivalent)

• Prior experience in similar position

• Associates degree in accounting is a plus

 

Desired Skills

• Ability to maintain a high level of confidentiality

• Strong communication skills, both verbal and written

• Basic understanding of accounting and tax terminology

• High-quality attention to detail

• Proficiency with Microsoft Office

• Ability to operate multi-phone line system

• Dependable transportation for running errands

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Duties and Responsibilities

• Bookkeeping data entry

• Maintain electronic and paper supporting documents

• Assistance with tax returns

  • Data entry

  • Copy and Assemble

  • Electronic filing of tax returns

• Interaction with clientele

  • Maintain office calendar and coordinate conferences and meetings

  • Set up for meetings

  • Receiving payments from clients (in person, electronically and via phone); includes processing credit cards and preparing deposits

• Errand running for office

• Light cleaning/maintenance

• Processing of incoming and outgoing mail

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Job Type & Schedule

• Full-time

• 8-hour shift

• Monday – Friday (with extended hours January – April)