Accounting Assistant

Job Description

Job Description

Accounting Assistant
We are seeking a highly organized, dependable, and exceptionally detail-oriented Accounting Assistant to support our CPA firm in providing accounting, bookkeeping, tax, and client service functions. The ideal candidate will possess strong analytical skills, excellent organizational abilities, and a commitment to accuracy when handling financial information and client records.
This position requires an individual who can manage multiple deadlines, maintain confidentiality, identify discrepancies, and ensure the accuracy of financial data. The successful candidate will work closely with accountants and CPAs to assist with bookkeeping, tax preparation support, financial reporting, and client communications.

Essential Duties and Responsibilities

Bookkeeping and Accounting Support
•\tRecord and maintain client financial transactions in accounting software.
•\tReconcile bank accounts, credit card accounts, and loan accounts.
•\tReview financial records for completeness and accuracy.
•\tAssist with monthly, quarterly, and annual bookkeeping services.
•\tPrepare journal entries and supporting schedules as directed.
•\tMaintain organized electronic and physical client files.
•\tAssist with account analysis and reconciliation workpapers.
Tax Preparation Support
•\tOrganize and review client tax documents.
•\tAssemble tax return workpapers and supporting documentation.
•\tEnter tax-related financial data accurately into tax software.
•\tVerify information for completeness and consistency.
•\tTrack outstanding client information requests.
•\tAssist with tax return assembly and delivery processes.
•\tMaintain accurate records of client submissions and filing deadlines.
Client Service and Administrative Support
•\tCommunicate professionally with clients regarding requested information and documentation.
•\tSchedule appointments and maintain workflow tracking systems.
•\tRespond to routine client inquiries.
•\tAssist with document management and electronic filing.
•\tScan, organize, and securely maintain client records.
•\tMaintain strict confidentiality of client financial information.
Qualifications
•\tAssociate degree in Accounting, Finance, Business, or related field preferred.
•\tPrior bookkeeping, accounting, administrative, or CPA firm experience preferred.
•\tProficiency in Microsoft Excel, Word, and Outlook.
•\tExperience with QuickBooks, accounting software, or tax software preferred.
•\tExcellent verbal and written communication skills.

Critical Competencies

Exceptional Attention to Detail
•\tMaintains a high degree of accuracy when entering and reviewing financial data.
•\tIdentifies inconsistencies, missing information, and potential errors.
•\tReviews work thoroughly before submission.
•\tProduces accurate and complete work with minimal supervision.
Organization and Time Management
•\tEffectively manages multiple client engagements and deadlines.
•\tMaintains organized workpapers and client files.
•\tPrioritizes tasks in a fast-paced professional environment.
•\tDemonstrates the ability to work efficiently during peak tax seasons.
Professionalism and Confidentiality
•\tHandles sensitive financial information with discretion.
•\tDemonstrates reliability, integrity, and accountability.
•\tMaintains a professional demeanor with clients and team members.
Analytical Skills
•\tAbility to reconcile accounts and identify discrepancies.
•\tStrong problem-solving and critical-thinking abilities.
•\tCapable of interpreting financial information and supporting documentation. Company Description

CPA firm providing Accounting and Tax Services to businesses and individuals in the Tri-state area.

Company Description

CPA firm providing Accounting and Tax Services to businesses and individuals in the Tri-state area.