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CPA Firm Front Office Administrative and Tax Assistant

Berrett Tax & Finance, Inc. Meridian, ID
  • Expired: 4 days ago. Applications are no longer accepted.

Do you like working with people and being productive? We might have a job for you. We are currently looking for a talented person to fill a Front Office Administrative and Tax Assistant position which requires a blend of administrative assistance, accounting support, and receptionist duties. The assistant is responsible for creating a positive, confident, and professional impression for all clients and associates, both over the phone, online, and in-person, as well as performing high-level functions, such as processing tax returns and maintaining databases. A person best suited for this position is someone who thrives under workload pressure and deadlines, can self-manage a variety of ever-changing priorities, has excellent customer service skills, has prior tax and accounting experience, and likes a fast-passed, service-oriented environment.

This is a full-time opening and the pay is between $15 and $19 per hour, plus bonuses, and paid vacations and holidays. The employee reports to a head bookkeeper and the owner who functions as a manager operating in a long-term successful, small-business environment.

The assistant job duties include:

• Entering data for tax returns

• Organizing tax documents and computer files

• Analyzing client documents

• Acquiring knowledge of tax law for basic returns

• Filing tax extensions

• Processing tax returns

• Maintaining databases

• Managing calendar

• Answering calls on a multi-line phone system, providing solutions, and routing calls

• Setting and confirming appointments

• Interacting with clients in a friendly and professional manner

• Receiving customer payments

• Collecting on aged client accounts

• Entering bookkeeping transactions, reconciling accounts, troubleshooting errors, and over time, performing full-functioning services

• Assisting with payroll processing

• Offering administrative support such as typing, printing, filing, organizing, scanning, conducting research and other work projects as needed

The right person for this job has the following skills and abilities:

• Has seven years of experience in a professional office environment

• Has five years minimum experience with QuickBooks bookkeeping program

• Has three years minimum experience interacting with professional tax preparation software, preferably Drake Software

• Has a basic understanding of a tax return and related documents

• Has the ability to learn software programs quickly, analyze and review complicated forms and materials, and prepare reports and financial documentation

• Is outgoing and customer service oriented

• Has a team player mentality

• Is experienced handling a multi-line phone system

• Is calm and clear thinking under pressure

• Is articulate, well-spoken and possess effective communication skills

• Is organized, prioritizes, and multi-tasks

• Is attentive to details and highly accurate

• Is focused, efficient, and deadline-driven

• Is proactive yet knows when to ask for help

• Is a fast typist at a minimum of 45 WPM

• Is computer literate with the Microsoft Office Suite including Outlook, Word, and Excel

• Is self-motivated, observant, self-directing, and comfortable working alone

• Has an associate or bachelor's degree, preferably in accounting, or without a degree has extra experience

If you meet the minimum requirements listed and have a passion for the position as indicated, then please forward your resume and references via email for further consideration. Thank you for your interest.

FIRM IS ONLY ACCEPTING RESUMES FROM CANDIDATES WHO MEET THE MINIMUM EXPERIENCE REQUIREMENTS AND ARE WILLING TO HAVE A BACKGROUND CHECK, HAVE A DRUG TEST, AND TAKE WRITTEN SKILLS TESTS.

Berrett Tax & Finance, Inc.

Why Work Here?

Small personal accounting firm that cares about its employees and clients. The position has a flexible schedule.

Address

1833 S. Millennium Way, Ste. 100, Meridian, ID 83642
Meridian, ID
USA