Accounting Administrative Assistant

Job Overview
We are seeking a detail-oriented and organized Accounting Assistant to join our team. The ideal candidate will support the accounting department by performing various administrative tasks, ensuring accurate data entry, and maintaining financial records. This role is essential in facilitating smooth operations within the finance team and providing excellent customer service to both internal and external stakeholders.

Responsibilities

• o Assist with answering phone calls, texts, and emails by exhibiting professional and friendly communication.
• Create email templates for client updates, announcements, and other as needed.
• Maintain client database within our practice management system. Creating new profiles, updating information, closing out accounts
• Support the client onboarding experience process – setting up client profiles, assigning folders, tasks, and tags.
• Assist with scheduling client meetings as directed by firm’s staff or client request and occasionally confirming appointments.
• Assist with scheduling internal staff meetings, and reminders.
• Scan and organize internal and client documents.
• Maintain expense system (HubDoc) for the firm that includes scanning/uploading receipt documentation and coding to appropriate accounts, on a weekly basis.
• Maintain filing system - consistent with file naming convention across all files and clients within our practice management system. More support is required during tax season.
• Support the tax process: client intake, maintaining client profiles, coordinating document drop off and delivery and occasional post office runs.
• Review documents when clients upload and assign tasks/action items, when needed.
• Maintain tech stack – update with new software/apps, remove obsolete items, update pricing.
• Client Relationship Management – we believe in excellent client experience! This role will assist with various tasks such as, but not limited to: preparing welcome packets for new clients, sending birthday cards to clients, sending other cards/gifts for various events in client’s life, preparing and mailing Christmas cards and gifts.
• Social Media Management: Content Creation based on firm’s daily themes. Content Scheduling / Posting
• Newsletter – assist with developing content for quarterly newsletter: researching topics, proofing, and distributing to clients.
• Client Surveys – create one to two client surveys/questionnaires per year to gather feedback.
• Prepare for staff & client meetings: Set out water, pens, etc…Order lunch, when needed. Help CPA with establishing Agendas and distribution. Prepare and maintain business minutes.
• Prepare itineraries for staff annual workshop and conference travel: Create agenda for daily activities. Make dinner and event reservations. Make flight and hotel reservations based on best times and prices with CPA approval before purchase.
• Maintain office supplies, snacks, and other various office organization.
• Support team with various projects and tasks related to the organization.

Qualifications:

• Strong organization, oral and written communication skills.
• Ability to work with employees of all levels within and outside the organization as well as customers and vendors.
• Strict attention to detail in composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
• Previous experience in office administration or other related fields.
• Excellent in problem solving, research, and time management skills.
• Ability to work independently and manage multiple projects and deadlines.
• Strong computer aptitude, which includes expertise with Microsoft Teams, Word, Excel and Outlook.
• Must be committed to maintaining the highest level of confidentiality while working with client data.
• All qualified candidates are required to pass a background check post-offer of employment and prior to hire.
• QuickBooks Online experience a plus.

Job Type: Part-time

Pay: $15.00 - $20.00 per hour

Expected hours: 20 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Morning shift

Experience:

• Customer service: 1 year (Required)

Ability to Commute:

• Abilene, TX 79606 (Required)

Ability to Relocate:

• Abilene, TX 79606: Relocate before starting work (Preferred)

Work Location: In person

Salary : $15 - $20