What are the responsibilities and job description for the Assistant position at LINCOLN TAX & FINANCIAL SERVICES?
Company Description
Lincoln Tax & Financial Services is dedicated to helping individuals and small businesses gain confidence, clarity, and control over their finances. We provide expert tax preparation, bookkeeping, payroll, and financial guidance designed to simplify the numbers and strengthen your financial future. Our mission is to make every financial decision an informed one, with a focus on accuracy, compliance, and personalized service. Whether managing a first business or planning for growth, we partner with clients year-round to support their financial goals and peace of mind.
Role Description
This is a full-time, on-site role located in Lawrenceville, GA for an Assistant. The Assistant will be responsible for providing administrative support, assisting with bookkeeping and payroll tasks, managing client communications, and ensuring accurate record-keeping. Day-to-day tasks include scheduling appointments, preparing financial reports, and assisting with tax preparation. The role requires excellent organizational skills and the ability to work collaboratively with the team.
Qualifications
- Strong administrative and organizational skills
- Proficiency in bookkeeping, payroll, and financial reporting
- Excellent written and verbal communication skills
- Knowledge of tax preparation and planning
- Attention to detail and accuracy
- Ability to work independently and within a team
- Experience with client management and customer service
- Experience in financial services or related industry is a plus