BookkeeperAdministrative Assistant

Job Description

We are seeking a highly organized Bookkeeper to also serve as an administrative assistant and support our client and office operations. The ideal candidate will be a problem solver who has excellent communication skills and impeccable attention to detail. The candidate should also have experience working in an office environment, performing administrative tasks, and providing support to coworkers. An ability to multi-task and meet changing deadlines is essential to the position.

We are seeking a highly organized Bookkeeper to also serve as an administrative assistant and support our client and office operations. The ideal candidate will be a problem solver who has excellent communication skills and impeccable attention to detail. The candidate should also have experience working in an office environment, performing administrative tasks, and providing support to coworkers. An ability to multi-task and meet changing deadlines is essential to the position.

• Perform all bookkeeping responsibilities for the firm using BILL and Quick Books Online.
• Assist staff with audit preparation, including setting up trial balances and related schedules in our audit software.
• Managing client correspondence related to audit process, including confirmation letters and templates, and requesting information via our secure online portal.
• Perform steps to verify accuracy of certain client accounts with minimal audit risk.
• Prepare and assist with engagement correspondence.
• Assist with preparation of Form 990 for small and medium sized clients.
• Maintain system for status of audit and Form 990 engagements.

• Perform other duties as assigned by the firm’s partners or manager.

• Subsequent to orientation and achievement of training goals, which will take place in our office, this position is designed to be performed either “in office” or via remote access.
• Moderate overtime may be required on occasion. If so, these tasks may be performed remotely if agreed upon assignment.

• Bookkeeping certificate from vocational school, OR
• Associate degree in accounting or proof of college accounting courses (bachelor’s degree not required).

• This position is eligible to participate in the health insurance and retirement plans.