Overview

We are a boutique accounting firm located in downtown White Plains seeking an exceptional Bookkeeper/Administrative Assistant to support our team and service our clients. This role requires an individual with a strong background in bookkeeping and excellent administrative, computer and organizational skills. The ideal candidate should be a detailed oriented and efficient multi-tasker that is comfortable working in a fast paced small company environment and exhibits a high level of confidentiality and reliability. There is room for growth for the qualified individual.

Bookkeeping Responsibilities

• Perform bookkeeping tasks for multiple companies using QuickBooks, including recording financial transactions, managing accounts payable and receivable, and preparing journal entries.
• Perform account reconciliations and balance sheet reconciliation.
• Analyze accounts and perform account analysis to ensure accuracy.
• Assist with the preparation of financial reports and statements.
• Collaborate with clients and accountants to gather necessary financial information.
• Utilize QuickBooks and Excel to perform tasks efficiently.

Administrative Responsibilities

• Provide necessary administrative duties to support the firm.
• Receptionist and general office support including greeting clients, scanning, copying, filing, telephone coverage, and mail.
• Handle and route telephone calls, emails, inquiries, and correspondence.
• Communicate professionally and maintain relationships with clients.
• Schedule client meetings via phone and email.
• Assist with special projects.
• Tax return assembly and preparation of tax packages for clients.
• Work in client portal downloading, uploading, saving and printing client documents.

Qualifications

• High level of proficiency in QuickBooks and Microsoft Office (Word, Excel, Outlook).
• Excellent communication and interpersonal abilities.
• Demonstrates a sense of urgency, timeliness, and be able to set priorities.
• Strong interpersonal and communication abilities (written and verbal) and proficient phone etiquette.
• Strong organizational skills and attention to detail with the ability to multi-task.
• Motivated self-starter able to exercise sound judgment and anticipate needs without specific instructions.
• Ability to work both independently as well as part of a team, and interact with staff and clients at all levels.
• Willingness to expand responsibilities and learn new skills to help our firm run smoothly and efficiently.

Experience

• Proven experience in bookkeeping and administrative roles.
• Experience in accounting and/or financial services industry preferred, but not required.

Pay/Benefits

• Competitive salary commensurate with experience.
• Comprehensive benefits package including health insurance, retirement plan, and paid time off.

Expected hours

• Full-time standard business hours, reduced seasonal summer hours.
• Ability to work some Saturday hours during tax season required.

Job Type: Full-time

Work Location: In person