What are the responsibilities and job description for the PT Admin ASSISTANT BOOKKEEPER position at Jonathan White CPA?
ESSENTIAL JOB FUNCTIONS
- Personal Assistant tasks include but are not limited to running errands ensuring timely lunch delivers; Organize office and documents; answering the main office calls; handling mail emails calls and scheduling of owners appointments.
- Process and assemble tax returns extensions and estimates.
- Prepare tax organizers and engagement letters in accordance with firms policies and procedures.
- Prepare correspondence proofread and format documents using Microsoft Word
- Assist in maintaining databases spreadsheets project trackers etc. to be current and accurate.
- Learn to maintain a small book of clients. Candidates will learn full cycle bookkeeping.
- Perform other duties as assigned by the Firm Administrator and Department Managers.
Qualifications :
PREPARATION KNOWLEDGE SKILLS & ABILITIES
Associates or bachelors degree desired.
Fullcycle bookkeeping experience is desired but not required.
Strong written and verbal communication skills.
Advanced proficiency with all Microsoft applications.
Superior organizational and followthrough skills with strong attention given to details and deadlines.
Flexibility to change direction frequently between tasks and between different clients.
Proven ability to work in a highvolume fastpaced deadlinedriven environment and handle multiple projects while prioritizing planning and organizing projects simultaneously.
Ability to operate with a sense of urgency.
Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees.
Open to constructive feedback and ongoing selfimprovement.
Flexibility to work additional hours during peak periods of the year.
Additional Information :
About Us
We are a Forwardthinking modern CPA firm with a focus on providing exceptional advisory services for our clients Nationwide. We believe that there is a better way to service clients and are reshaping the public accounting industry with our A team. Our team is technology driven. We communicate asynchronously work autonomously and love to take ownership of our work. If you are a techsavvy problemsolver; youll fit right in. If you enjoy the culture of working autonomously taking care of clients and using a variety of technologies to communicate with coworkers and to keep detailed records of all client work performed; we invite you to join our ATeam!
Why JWW CPA
Technologydriven firm.
Proactive approach with our clients
Great culture that firmly believe in life balance family life and community involvement.
Independence autonomy and accountability are applauded and rewarded at our firm!
Benefits :
We value our employees time and efforts. Our commitment to your success is enhanced by our benefits package here are just a few :
Cloudbasework
Our clients are located Nationwide so flexibility is required and is our strength.
Competitive Salary
Future growth opportunities within the company
We work to maintain the best possible environment for our employees where people can learn and grow with the company all while boasting a dress for your day flexible policy
We strive to provide a collaborative creative environment where each person feels encouraged to contribute to our processes decisions planning and culture
Uncompromising integrity a passion for excellence and mutual respect.
Job Type : Fulltime
Pay : $12.50 $17 / hr
Remote Work : Employment Type :
Fulltime
Key Skills
Aviation Safety,Design Engineering,Drilling Engineering,Facilities Management,Account Development,Apache Commons
Experience : years
Vacancy : 1
Salary : $13 - $17