What are the responsibilities and job description for the Bookkeeper Administrator position at Source Team Tax & Accounting?
Entry-Level Administrator & Bookkeeping Paraprofessional
Position Summary
We are seeking a detail-oriented and organized Entry-Level Administrator & Bookkeeping Paraprofessional to join our growing team. This position provides administrative support while assisting with bookkeeping functions. The ideal candidate is dependable, eager to learn, comfortable working with numbers, and committed to providing excellent service to both clients and team members.
This role is an excellent opportunity for recent graduates, individuals beginning a career in accounting or business administration, or professionals looking to gain hands-on experience in bookkeeping and office operations.
Responsibilities
Administrative Duties
- Answer and direct incoming phone calls and emails.
- Greet and assist clients and visitors.
- Schedule appointments and maintain calendars.
- Prepare, organize, and maintain electronic and paper files.
- Process incoming and outgoing mail.
- Assist with data entry and document management.
- Draft correspondence, reports, and other business documents.
- Support office projects and administrative tasks as assigned.
Bookkeeping Support Duties
- Enter financial transactions into QuickBooks Online software.
- Reconcile bank and credit card statements.
- Organize and maintain financial records and supporting documentation.
- Assist with payroll processing and payroll record maintenance.
- Prepare reports for management review.
- Support month-end and year-end bookkeeping procedures.
- Assist accounting staff with client bookkeeping projects and special assignments.
Qualifications
Required
- High school diploma or equivalent.
- Strong organizational and time-management skills.
- Excellent verbal and written communication abilities.
- Proficiency with Microsoft Office (Excel, Word, Outlook).
- Strong attention to detail and accuracy.
- Ability to handle confidential information professionally.
- Ability to prioritize tasks and work independently.
- Experience with CRM software.
Preferred
- Associate's or Bachelor's degree in Accounting, Business Administration, Finance, or related field.
- Previous office, customer service, or administrative experience.
- Familiarity with QuickBooks or other accounting software.
- Basic understanding of bookkeeping principles.
Desired Traits
- Positive attitude and willingness to learn.
- Strong problem-solving skills.
- Dependable and professional.
- Comfortable working with numbers and financial data.
- Team-oriented with a customer-service mindset.
Compensation & Benefits
- Competitive hourly pay or salary based on experience.
- Paid training and professional development opportunities.
- Paid time off and holidays.
- Retirement plan.
- Opportunities for career growth into bookkeeping, accounting, tax preparation, or office management roles.
Work Schedule
- Full-time
- Monday–Friday 8am - 5pm (1 hour lunch daily)
- In-office
Career Growth Opportunities
- This position is designed as a developmental role with opportunities to advance into Bookkeeper, Office Manager, or Client Services positions as skills and experience grow.
Professionalism
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and "raving fan" clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Salary : $18 - $22