Office Assistant

Job Description

Job Description

OFFICE ASSISTANT - IMMEDIATE OPENING
We are looking for a team member with excellent interpersonal skills who is efficient, can multitask, and pays attention to details. The position includes administrative support and reception desk responsibilities. Experience in Outlook, Microsoft Word, and Excel is required. We offer a flexible and engaging work environment and a generous benefits package. $21 - $24 per hour (DOQ). See our website for more information about our firm:

Key responsibilities may include, but is not limited to:

• Client Management:
• • Opening new client files and maintaining accurate client records. 
  • Scheduling client meetings and appointments. 
  • Review daily schedules for employees – print employee calendars and pull client files the day prior to the appointment.
  • Communicating with clients regarding billing and account status. 
  • Prepare and distribute client reports as needed. 
• Data Entry and Record Keeping:
• • Entering client data and financial transactions into accounting software. 
  • Maintaining accurate filing systems, both electronic and physical. 
  • Processing invoices for clients. 
• Accounting Support:
• • Assisting with basic bookkeeping tasks.
  • Preparing financial reports and statements under supervision. 
  • Copy, scan, upload, and bind financial statements.
  • Process tax returns with appropriate copies and bound copies for the client.
  • Call clients to pick up tax returns or mail tax returns. Monitor information at the front counter for timely pickup of tax returns, payroll, quarterly reports, etc.
• Administrative Tasks (as needed):
• • Open/unlock office every morning and lock doors in the evening.
  • Daily filing of client files and paperwork.
  • Greet clients and answer phone calls and direct inquiries to appropriate staff.
  • Review tax returns with clients. Process their payment accordingly.
  • Managing incoming and outgoing mail, including scanning and filing documents. 
  • Maintain office supply inventory and order as needed. 
  • Coordinating office events and meetings. 
  • Type letters and worksheets in Word and Excel (mail merge mailings).
  • Make coffee for clients every morning during tax season. Clean kitchen and coffee area nightly.
  • Water plants weekly.
• Other Duties as Assigned