Tax Bookkeeper/Administrative Assistant

Job Title: Tax Bookkeeper/Administrative Assistant
Reports to: Tax Partner
Job Summary: As the Tax Bookkeeper/Admin Assistant, you will prepare accounting entries using QuickBooks as well as diverse administrative duties for the Tax team.
Salary Range & Benefits: Commensurate with experience, standard firm benefits
Schedule: Hybrid  In Office: Monday, Tuesday, and Thursday  WFH: Wednesday and Friday
Location: Houston, TX
Start Date: December 2024
Hours Required: 40 hrs
FLSA Status: Exempt

Major Duties & Responsibilities:

• Process tax returns including electronic filing and assembly and delivery to clients.
• Prepare accounting journal entries, trial balance and financial statements for our clients using QuickBooks.
• Prepare bank reconciliation reports.
• Assist with accounting and tax activities including but not limited to payroll and invoices.
• Maintain multiple software programs including CCH Access Workflow, Outlook, and Practice in such a manner as creating new clients and setting up new projects.
• Prepare and coordinate delivery of department correspondence including binding and mailing financial statements, creating engagement letters/proposals, creating powers of attorney, and assembling and sending out A/R statements to clients.
• Assist in project meetings and assign engagement projects.
• Assist in preparing engagement letters.
• Assist in client account management.
• Maintain department accounts and equipment including but not limited to copier maintenance, postage printing and FedEx deliveries.
• Other duties as assigned.

Requirements & Qualifications:
The successful candidate will possess the following basic qualifications:

• Excellent project management, analytical, interpersonal, oral and written communication skills.
• Ability to thrive in a dynamic team environment.
• Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
• Dedicated to superior client service.
• Strong organizational skills and attention to detail.

The successful candidate will possess the following qualifications:

• 1-3 years of experience with bookkeeping.
• Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel).
• Proficiency in QuickBooks.
• Knowledge of payroll taxes and sales tax is preferred.

Education and Licenses:

• High School Diploma
• Some college work preferred