Administrative Assistant/Bookkeeper

Busy tax and accounting practice in Tomahawk, WI, is looking to add a very client-service focused professional to join our team - in primarily an administrative capacity and a bookkeeping role – to service our business clients’ accounting needs.

This Admin Assistant & bookkeeping role involves responsibility for coordinating the office tax return process – ensuring the tax team has the information they need from clients and that all client questions are answered along the way.

-Essential Duties & Responsibilities:

• Ensuring all paperwork is put into our tax and DMS software when a client drops it off and a folder is started for each of them.
• Monitoring and tracking the tax return and bookkeeping process from start to finish.
• Printing out data base reports for all the different types of tax returns and updating them with the status of each return
• Checking to make sure that the files are where the reports say they are
• Going to the Post Office for pick-ups and to the bank for drop offs (deposits) as needed.
• Printing out tax returns and have them ready for pick-up
• Sending returns to clients for electronic signature
• Checking email and phone messages every morning and responding back to clients in a timely manner for any questions or concerns.
• Greeting clients in person and help with client tax return pick-up and payment when needed.
• Mail out planners/organizers to clients who request them.
• Making sure to have clients sign documents such as our Engagement letter, provide a copy of their driver’s license, Social Security number, phone number and address etc.
• Along with tax duties employee will be assigned bookkeeping clients, including reconciling bank accounts, and creating financials in QuickBooks for our business clients.
• What You'll Bring:
• 3 years of Admin experience in a professional services environment e.g. accounting, law, insurance office. What You'll Love About Us:
• Competitive compensation
• PTO
• Paid continuing education provided.
• Great work environment

Upshot: We have a small office environment with a friendly team centered staff that deeply cares about serving our clients, and community. We are expanding tax and accounting services and we’re looking for someone who will be prepared to grow with us. If you are a team player, with a positive attitude and trainable, let’s talk!

• High School Degree
• Very tech-savvy e.g. knowledge of Microsoft Word, Excel, & Zoom is essential
• Display excellent written and verbal communication skills as there will be a lot of interaction with clients via email, phone and in-person.
• Ability to manage your time effectively and function well under high pressure busy situations.
• Self-starter attitude with ability to complete basic tasks independently without management oversight.
• Pleasant personality and ability to work well with other team members and clients.
• Strong organizational and time management ability
• High integrity, and professional demeanor
• High degree of accuracy and attention to detail

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 20 – 45 per week

Benefits:

• Dental insurance
• Employee discount
• Flexible schedule
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Tomahawk, WI 54487: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $20