What are the responsibilities and job description for the Firm Administrator/Bookkeeper *Remote position at Venture Tax Services, Inc.?
VTS is an established boutique tax firm and independent multi-family office. The firm provides professional support and helps manage the finances for a small group of Ultra High Net Worth families. Service lines include income and estate tax planning, accounting and financial reporting, tax compliance, and sophisticated financial planning.
Duties and Responsibilities
- Oversee and support administrative duties of the firm.
- Receive and sort incoming mail and manage outgoing mail.
- Bookkeeping for the firm including A/R and A/P.
- Assist with budgeting and financial record keeping.
- Assist with monthly reporting, tax return preparation and bookkeeping duties for firm clients using QuickBooks and Excel.
- Manage tax projects which consists of client management, assembling, tracking projects and creating reports.
- Assist with tax return processing and filing tax returns.
- Clerical work including electronic filing and scanning of documents, mail and email.
- Providing other administrative support as necessary.
Qualifications
- CPA or Public Accounting (Tax) office management experience is required.
- Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint).
- Familiarity with QuickBooks or other accounting/tax software is a plus.
- Strong organizational skills with the ability to multitask and prioritize tasks effectively.
- Excellent communication skills, both written and verbal
- Attention to detail and accuracy in all work performed.
- Able to multi-task and complete projects timely.
- Ability to maintain confidentiality of sensitive information.
- Associate or bachelor's degree in accounting is a plus.
Salary & Benefits
Salary is commensurate with experience and benefits include:
- 401K,
- Remote (work from home),
- Flexible Hours,
- Paid Vacation,
- Paid Holidays, and
- Health Insurance.
It is envisioned the job description will be a hybrid role with a mixture of administrative, bookkeeping, accounting and tax work.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Venture Tax Services, Inc. does not accept unsolicited resumes from third-party recruiters. Received emails from third-party recruiters will go unanswered.
Job Types: Full-time, Part-time
Pay: $41,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Experience level:
- 2 years
Schedule:
- Monday to Friday
Location:
- West Palm Beach, FL (Required)
Work Location: Remote
Salary : $41,000 - $60,000