What are the responsibilities and job description for the Bookkeeper/Administrative Assistant position at Bey & Associates, CPA, PC?
About Us
Bey & Associates, CPA, PC, is a boutique CPA firm located in Washington, DC. We specialize in tax preparation, business advisory, and advanced tax minimization strategies, helping our entrepreneurial and professional clients achieve their financial goals.
We are seeking a detail-oriented In-Person Tax Preparer and Administrative Professional to join our growing team. This dual-role position combines tax preparation expertise with essential administrative support responsibilities, making it a perfect fit for someone who thrives in a collaborative environment.
Responsibilities
- Prepare individual, business, and multi-state tax returns (1120S, 1120, 1065).
- Provide bookkeeping services to clients (training provided).
- Screen incoming client calls, qualify prospects, and schedule appointments with the CPA owner or team members.
- Manage and track projects using modern project management software.
- Support the team with administrative tasks, including maintaining organized records.
- Collaborate with the CPA owner to coordinate daily and weekly business priorities.
- Assist clients by providing exceptional service and responding to inquiries promptly.
Requirements
- Experience: Minimum 2 years in an administrative or office management role (experience in an accounting firm is a plus).
- Education: High School Diploma
- Skills:
- Knowledge of tax preparation (preferred).
- Familiarity with bookkeeping and QuickBooks (preferred; training provided).
- Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
- Strong organizational skills and attention to detail.
- Excellent communication and customer service skills.
- Positive attitude, proactive mindset, and a sense of humor.
Benefits
- Competitive salary: $40,000 - $65,000 per year based on experience.
- Performance bonuses based on individual and company success.
- Professional growth opportunities within the firm.
- Collaborative, supportive work environment.
Schedule
- Monday to Friday
- In-Person Work Required
Office Location
Bey & Associates, CPA, PC1050 Connecticut Ave NW, Suite 500Washington, DC 20036
Job Type: Full-time
Pay: $40,000.00 - $65,000.00 per year
Schedule:
- Monday to Friday
Supplemental Pay:
- Performance bonus
Application Question(s):
- How many years of experience do you have in tax preparation?
- How many years of experience do you have working in a CPA firm?
Work Location: In person
Salary : $40,000 - $65,000
