Job Brief
This position will provide support to the CPA through a variety of tasks, including communicating with clients in person, via phone and email, as well as organizational support, managing daily schedules, performing limited bookkeeping and payroll tasks, copying, managing office inventory, filing, and scanning. Work schedule is 5 days a week January through April and 2 days per week for the remainder of the year. No Remote - this is all in office work.
Responsibilities
Answer and direct phone calls.
Greet and provide general support to clients.
Organize and schedule meetings and appointments.
Maintain contact lists.
Produce and distribute correspondence memos, letters, faxes and forms.
Filing.
Tracking inventory of office supplies.
Create spreadsheets/other financial workpapers.
Excel summaries of client data and bookkeeping data.
Prepare payroll checks for clients, prepare payroll reports, and process payroll tax payments.
Checking, scanning and assisting clients with tax returns.
Qualifications
Knowledge of basic individual tax returns.
Understanding of paychecks and payroll tax preparation.
Knowledge of office management systems and procedures.
Ability to prioritize and multitask.
Strong organizational and planning skills.
Deadline and detail-oriented.
Excellent written and verbal communication skills.
Proficiency in MS Office.
