Bookkeeper

This person will be responsible for providing a broad spectrum of support to the tax office in a fast-paced, challenging and rewarding environment. Requirements include people, communication, organizational, technical, and processing skills, as well as the ability to prioritize multiple tasks. Applicants are expected to be on site in the office and need to thrive in a collaborative work environment.

The Bookkeeper/ Office Manager is responsible for supporting the Tax Dept team to help them with clients' needs on the phone or by email. Their duties consist of, but not limited to, journal entries, client payroll, organizing/maintaining e-folders and composing documents on behalf of the Tax Dept team.

Essential Duties and Responsibilities:

• Answer phones and handle all basic inquiries (refunds, location/directions, updating clients' contact info, documents still needed, etc)
• Set up conference calls and/or appointments for tax accountants.
• Provide clients with tax results (processed and rejections)
• Take and process all types of payments over the phone from clients.
• Transmit returns to IRS and pull E-File acceptances.
• Send vouchers to clients.
• Contact client for any missing information to complete tax returns
• Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed
• Updating client database with incoming completed tax returns and notices
• Assemble completed tax documents for clients.
• Update and maintain Excel lists.
• Assist in outgoing mail- assemble, stamp etc.
• Prepare communications, such as memos, emails, invoices, reports and other correspondence.
• Create and maintain filing systems, both electronic and physical
• Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

Qualifications/Skills:

• Associate degree or equivalent combination of education and experience in business, or related fields
• Experience in administrative support work, office practices and administrative procedures
• Tech savvy with the ability and desire to embrace necessary software applications.
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor.
• Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines.
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office and Google Workspace applications

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person