Must have the following in order to apply:
- Windows Skills, Microsoft Office skills, specifically an advanced understanding of Excel, Word & Outlook
- Working knowledge of business and individual tax returns, sales tax returns, payroll tax returns
- Experience working with a CPA firm or other bookkeeping/tax preparation firm
- Positive Attitude
- Social Media experience with posting and follow up
- Mail chimp experience
- Networking experience
- Small event planning experience
- Quickbooks experience
- Multi-task efficiently in a fast pace environment as well as be organized and prioritize workload
- CS UltraTax, CS Practice, CS Workpapers and other Thomson Reuters products is a plus
- High School Diploma, Associates degree a plus
- 1 year experience
- Valid Driver’s License
Job Description:
- Assist with assembling tax returns
- Financial Statement footing and formatting
- Greet clients
- Answer the telephone, transfer and take messages
- Assist with time and billing
- Assist with Accounts Receivable collections and statements
- Filing and other general office duties
- General office cleaning
- Maintain inventory & supplies
- Social Media Postings from provided articles
- Social Media Event creation from provided event information
- Prepare batch emails
- Prepare daily mail, including certified mail and post office trips
- Prepare correspondence to clients and/or taxing authorities
Hours: 8 am to 5 pm Monday thru Friday, during tax season rotating Saturdays
Pay: Depends on Experience
Job Type: Full-time
Pay: $35,564.00 – $43,730.00 per year
Benefits:
- Dental Insurance
- Health Insurance
- Paid Time Off
COVID-19 considerations:
We have a full COVID-19 plan in place, including sanitation, masks, majority of staff not working in the office, 6 feet away, max 2 people in the conference room. We are essential services so we have continued to be open but very limited contact
Experience:
- Microsoft Office: 3 years (Required)
- Data Entry: 3 years (Required)
- CPA Firm Work: 1 year (Required)
- Customer Service: 3 years (Required)
- Administrative Assistant: 3 years (Required)
- Social Media Posting: 1 year (Preferred)
Education:
- High school or equivalent (Required)
License:
- Driver’s License (Required)
Typical start time:
- 8AM
Typical end time:
- 5PM
Setting:
- Other
Ergonomic Workspace:
- No
Administrative Duties:
- Scheduling
- Running errands
- Stocking supplies
- Sorting and sending mail
- Answering and routing phone calls
- Greeting visitors
Financial Duties:
- Processing payments
- Billing
Schedule:
- Monday to Friday
- 8 hour shift
Company’s website:
Company’s Facebook page:
Benefit Conditions:
- Waiting period may apply
- Only full-time employees eligible
Work Remotely:
- No
