Part-Time Accounting and Tax Assistant

Job Description

Job Description

About the Position

A small, established CPA firm is seeking a dependable and detail-oriented part-time Accounting and Tax Assistant. This is an excellent opportunity for someone with bookkeeping, payroll, tax-office, banking, or accounting experience who would like to expand their skills while working directly with a licensed CPA.

The right person does not need to be a CPA or know every aspect of accounting. However, they should have a basic accounting foundation, strong computer skills, excellent attention to detail, and the ability to learn from instructions and feedback.

This is an onsite position located in a professional home-office environment in the Edgewood area. Two dogs are present in the home, so applicants must be comfortable working around dogs. The exact address will be provided later in the interview process.

Primary Responsibilities

Responsibilities will be introduced gradually based on the employee’s experience and demonstrated abilities and may include:

• Entering and reviewing transactions in QuickBooks Online
• Reconciling bank and credit-card accounts
• Assisting with payroll processing and payroll reports
• Organizing client records and electronic documents
• Preparing accounting and tax workpapers for CPA review
• Entering tax-return information under CPA supervision
• Following up with clients for missing documents
• Maintaining spreadsheets and tracking outstanding items
• Assisting with routine administrative and office tasks
• Protecting confidential client, financial, payroll, and tax information

Minimum Qualifications

Applicants should have at least one of the following:

• Previous bookkeeping, payroll, banking, tax-office, or accounting-related experience; or
• College-level accounting coursework and a strong interest in developing practical accounting experience

Applicants must also demonstrate:

• Strong attention to detail and accuracy
• Dependability and consistent attendance
• Comfort using computers and learning new software
• Basic Microsoft Excel skills
• Professional written and verbal communication
• Ability to follow written procedures
• Willingness to ask questions when uncertain
• Ability to receive corrections professionally and learn from them
• Respect for client confidentiality
• Reliable transportation to the Edgewood area

Preferred Qualifications

The following experience is helpful but not required:

• QuickBooks Online
• Bank and credit-card reconciliations
• Payroll processing
• Tax preparation or tax-office experience
• Microsoft Excel
• Accounting certificate, associate degree, or bachelor’s coursework
• Experience handling confidential financial information

Schedule

The anticipated schedule is approximately 15–20 hours per week during normal weekday business hours. Some flexibility may be available when establishing a regular schedule.

Additional hours may occasionally be available during tax season or other busy periods. This position has the potential to grow in responsibility and hours based on performance, workload, and the needs of the firm.