Office Assistant

Experience Required

Microsoft Office Suite (Word, Excel, Outlook)

Minimum Education Required

High School Diploma

License(s) Required

none

Training Required/Provided

On the job training will be provided.

Expected Start Date

10/02/2026

Compensation

$21.00 - $24.00 / hourly

Hours Per Week

36

Number Of Positions

1

Shift

8 a.m. to 5 p.m.

Job Description

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

Required Skills and Qualifications:

• Excellent communication and interpersonal skills to interact with clients and staff

• Excellent organizational and time management skills

• Ability to adapt to changing situations and needs in a positive manner

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

• Strong attention to detail and accuracy with numbers

• Ability to prioritize tasks and meet deadlines

• Basic understanding of accounting principles is preferred

• Experience with accounting software (e.g., QuickBooks) is preferred

• Valid driver’s license is required

• Willingness to work additional hours during the busy season (approximately mid-February through April 15th)

• Reduced hours during off season (36 hours)

• High school diploma preferred, or a combination of qualifications and equivalent clerical or office experience

• One year of administrative experience in a mid-size office, accounting firm or a similar work environment preferred

Is this a registered apprenticeship?

False

Place of Work

On-site

Requisition ID

1001

Job Type

Full Time

Application Instructions

Please send a cover letter and resume to the following email address: View email address on click.appcast.io. A cover letter and resume can also be dropped of at 1000 First Avenue South between 8 am and 5 pm Monday through Thursday.