What are the responsibilities and job description for the Front of House Team Member position at Cardinale Financial Group?
CPA and financial services firm where accounting, tax and financial planning work together for clients. We are currently seeking an individual with excellent communication skills, detail oriented, highly adept to continuous improvements and eager to work in a fast paced environment.
The firm has a position available for a Front office Team member who will also perform bookkeeper duties. This person should have some knowledge of the Quickbooks A/R functions with QuickBooks Desktop. Strong working knowledge of QuickBooks online will help toward growth in the future. This position performs moderately complex administrative functions and client service tasks for the entire staff efficiently and accurately, putting the needs of the client first and providing exceptional customer service.
Duties include; Learn all office programs, policies and procedures to be applied to daily work flow. Ability to follow detailed instructions through several forms of communication (email, messaging, database of scheduled tasks). Complete special projects as requested in a timely manner.
Experience/Required Skills: Experience at a CPA firm, financial services industry, some college in accounting or related field. Proficiency in Microsoft Office and Quickbooks. Ability to learn new software quickly. Excellent Attitude is a must.
Compensation commensurate to education and direct experience determined by management. Background check and fingerprinting will be performed. Benefits after 90 day evaluation period.
Job Type: Full-time
Pay: $41,600.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
Education:
- Bachelor's (Preferred)
Experience:
- Tax experience: 1 year (Preferred)
License/Certification:
- CPA or are you an Enrolled Agent (Preferred)
Work Location: In person
Salary : $41,600 - $52,000