Administrative Assistant

IDEAL CANDIDATE MUST BE WITHIN 30 MINS DRIVE TO THE OFFICE.

THIS IS NOT A REMOTE JOB.

Overview: We are seeking a detail-oriented and highly organized Administrative Assistant & Bookkeeper to join our accounting firm. The ideal candidate will be responsible for supporting the administrative operations of the firm while assisting with light bookkeeping and tax-related tasks. This role requires a versatile team player who can manage a variety of responsibilities while maintaining a professional and welcoming atmosphere for clients.

Key Responsibilities:

Primary duties include:

• Greet clients in a friendly and professional manner, ensuring a positive client experience.
• Answer phone calls and emails, addressing inquiries or directing them to the appropriate team member.
• Set up tax organizers for clients and assist with gathering necessary documentation for tax preparation.
• Schedule and coordinate meetings and appointments for clients and team members.
• Maintain the cleanliness and organization of the office area, ensuring a professional environment.
• Assist with filing, scanning, and organizing paperwork as needed.
• Perform other general office duties such as data entry, document management, and correspondence.
• Process accounts receivable (AR) by tracking invoices and following up on outstanding payments.
• Support the preparation and organization of client documents for tax filing and other accounting services.
• Help with data entry related to payroll, expenses, and other financial activities as needed.
• Assist office team members with light bookkeeping tasks, including maintaining accurate records of financial transactions.

Qualifications:

• High school diploma or equivalent required; additional accounting or administrative coursework preferred.
• Previous experience in an administrative role, preferably in an accounting or bookkeeping environment.
• Basic knowledge of accounting principles and experience with bookkeeping software is a plus.
• Strong organizational skills with the ability to manage multiple tasks efficiently.
• Excellent written and verbal communication skills.
• Ability to maintain a high level of confidentiality and professionalism.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Attention to detail with a proactive approach to problem-solving.

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Occasional lifting of files or office supplies (up to 25 lbs).

Job Type: Temp-to-hire

Pay: $14.00 - $15.00 per hour

Benefits:

• Dental insurance
• Health insurance

Education:

• High school or equivalent (Required)

Work Location: In person

Salary : $14 - $15