Accounting Assistant
We are seeking a highly organized, dependable, and exceptionally detail-oriented Accounting Assistant to support our CPA firm in providing accounting, bookkeeping, tax, and client service functions. The ideal candidate will possess strong analytical skills, excellent organizational abilities, and a commitment to accuracy when handling financial information and client records.
This position requires an individual who can manage multiple deadlines, maintain confidentiality, identify discrepancies, and ensure the accuracy of financial data. The successful candidate will work closely with accountants and CPAs to assist with bookkeeping, tax preparation support, financial reporting, and client communications.
Essential Duties and Responsibilities
Bookkeeping and Accounting Support
• Record and maintain client financial transactions in accounting software.
• Reconcile bank accounts, credit card accounts, and loan accounts.
• Review financial records for completeness and accuracy.
• Assist with monthly, quarterly, and annual bookkeeping services.
• Prepare journal entries and supporting schedules as directed.
• Maintain organized electronic and physical client files.
• Assist with account analysis and reconciliation workpapers.
Tax Preparation Support
• Organize and review client tax documents.
• Assemble tax return workpapers and supporting documentation.
• Enter tax-related financial data accurately into tax software.
• Verify information for completeness and consistency.
• Track outstanding client information requests.
• Assist with tax return assembly and delivery processes.
• Maintain accurate records of client submissions and filing deadlines.
Client Service and Administrative Support
• Communicate professionally with clients regarding requested information and documentation.
• Schedule appointments and maintain workflow tracking systems.
• Respond to routine client inquiries.
• Assist with document management and electronic filing.
• Scan, organize, and securely maintain client records.
• Maintain strict confidentiality of client financial information.
Qualifications
• Associate degree in Accounting, Finance, Business, or related field preferred.
• Prior bookkeeping, accounting, administrative, or CPA firm experience preferred.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Experience with QuickBooks, accounting software, or tax software preferred.
• Excellent verbal and written communication skills.
Critical Competencies
Exceptional Attention to Detail
• Maintains a high degree of accuracy when entering and reviewing financial data.
• Identifies inconsistencies, missing information, and potential errors.
• Reviews work thoroughly before submission.
• Produces accurate and complete work with minimal supervision.
Organization and Time Management
• Effectively manages multiple client engagements and deadlines.
• Maintains organized workpapers and client files.
• Prioritizes tasks in a fast-paced professional environment.
• Demonstrates the ability to work efficiently during peak tax seasons.
Professionalism and Confidentiality
• Handles sensitive financial information with discretion.
• Demonstrates reliability, integrity, and accountability.
• Maintains a professional demeanor with clients and team members.
Analytical Skills
• Ability to reconcile accounts and identify discrepancies.
• Strong problem-solving and critical-thinking abilities.
• Capable of interpreting financial information and supporting documentation.
Company Description
CPA firm providing Accounting and Tax Services to businesses and individuals in the Tri-state area.