Administrative Assistant
We are looking for an individual with excellent communication and organizational skills to assist our professional staff in performing accounting and tax related services to our clients.
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Primary responsibilities include:
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Data entry of financial information such as checks, invoices, hours worked, payroll deductions, and journal entries. Verify the accuracy and correct any errors found.
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Process and print accounting reports and tax returns.
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Assemble personal and business tax returns for delivery by mail, carrier or electronically.
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E-file tax extensions and tax returns.​
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Print, process and mail client tax organizers.
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Organize and scan client documents.
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Secondary responsibilities include:
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Assist with front desk activities, including greeting visitors, answering phone calls, obtaining client signatures on tax documents, and directing inquiries.
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Assist with appointment scheduling.
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Perform general clerical duties such as filing, photocopying, scanning, and mailing.
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Candidates must have:
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2-year accounting or business-related degree or equivalent experience
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Good verbal and written communication skills
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Skills to organize and prioritize tasks in a time sensitive environment
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Proficiency using CCH Axcess Tax, Accounting CS, and Microsoft Office software is preferred but not required.
The position is fulltime with benefits.
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