PT Admin. ASSISTANT / BOOKKEEPER

Company Description

Jonathan White CPA, PLLC is currently seeking an ADIMIN. ASSISTANT / Bookkeeper for a part-time position. This is an entry level position . The ideal candidate would have a pleasant personality, sunny disposition, a strong desire to be of assistance and a mature responsible nature. We would be pleased to train from the ground up! If you are looking for Exceptional Growth…. this is a great opportunity to become involved with a rapidly growing firm | Work with interesting clients | Use tech-savvy solutions.

Job Description

The position will be responsible for providing a broad spectrum of support to the owners of the company in a fast paced, challenging and rewarding environment.  Desirable qualities include a willingness to learn and the ability to follow detailed instructions;  extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects.

Job Description

ESSENTIAL JOB FUNCTIONS

• Personal Assistant tasks include but are not limited to, running errands, ensuring timely lunch delivers; Organize office and documents; answering the main office calls; handling mail, emails, calls and scheduling of owner's appointments.
• Process and assemble tax returns, extensions and estimates.
• Prepare tax organizers and engagement letters in accordance, with firm's policies and procedures.
• Prepare correspondence, proofread and format documents using Microsoft Word
• Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate.
• Learn to maintain a small book of clients. Candidates will learn full cycle bookkeeping.
• Perform other duties as assigned by the Firm Administrator and Department Managers.

Qualifications

PREPARATION, KNOWLEDGE, SKILLS & ABILITIES

• Associates or bachelor’s degree desired.

• Full-cycle bookkeeping experience is desired but not required.

• Strong written and verbal communication skills.

• Advanced proficiency with all Microsoft applications.

• Superior organizational and follow-through skills with strong attention given to details and deadlines.

• Flexibility to change direction frequently between tasks and between different clients.

• Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously.

• Ability to operate with a sense of urgency.

• Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees.

• Open to constructive feedback and on-going self-improvement.

• Flexibility to work additional hours during peak periods of the year.

Additional Information

About Us

We are a Forward-thinking, modern CPA firm with a focus on providing exceptional advisory services for our clients Nationwide. We believe that there is a better way to service clients and are reshaping the public accounting industry with our A team. Our team is technology driven. We communicate asynchronously, work autonomously, and love to take ownership of our work. If you are a tech-savvy problem-solver; you’ll fit right in. If you enjoy the culture of working autonomously, taking care of clients and using a variety of technologies to communicate with co-workers and to keep detailed records of all client work performed; we invite you to join our A-Team!

Why JWW, CPA?

• Technology-driven firm.

• Proactive approach with our clients

• Great culture that firmly believe in life balance, family life and community involvement.

• Independence, autonomy and accountability are applauded and rewarded at our firm!

Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by our benefits package, here are just a few:

• Cloud-base-work

• Our clients are located Nationwide, so flexibility is required, and is our strength.

• Competitive Salary

• Future growth opportunities within the company

• We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy

• We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture

• Uncompromising integrity, a passion for excellence and mutual respect.

Job Type: Full-time

Pay: $12.50 - $17 / hr