What are the responsibilities and job description for the Administrative Assistant position at Monotelo Advisors?
Benefits/Perks
- Competitive Compensation
- Paid Time Off
- Career Growth Opportunities
Job Summary
We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
Job description/Duties:
Job description/Duties:
- Answer phones and greet clients that come into the office
- Tax preparation including 1099 and 1040
- Tax planning
- Corporate, Estate and Trust tax preparation experience a plus
- Organize and scan tax documents
- Print and assemble tax returns
- Client wrap-up meetings
- Prepare invoices
- Maintain accurate logbook of tax work in progress
- Follow flow of tax returns to monitor completeness
- Client accounting using multiple versions of QuickBooks
- Prepare financial statements in Excel
- Prepare payroll for clients on their normal schedule
- Track and calculate adjustments to payroll additions and deductions
- Assist with preparing payroll tax returns and W-2’s
- Assist with preparing sales tax returns
- Monitor office supplies and place re-order as needed
- QuickBooks, Microsoft 365, and Drake Tax experience a plus
- QuickBooks certification a plus
- Canopy client management software experience a plus
- Enrolled Agent or CPA a plus
- Strong attention to detail and willingness to learn
- Strong communication skills
Salary : $18 - $25