-
ID
#52424658 -
Salary
TBD -
Source
New Jersey -
Date
2024-08-31 -
Deadline
2024-10-30
Administrative Assistant - Accounting
New Jersey, North jersey 00000 North jersey USAOur New Jersey based certified public accounting firm engaged in the practice of public accounting, tax planning and preparation, and management consulting services is seeking a full-time Administrative Assistant.
This position is ideal for applicant wishing to gain real-world, hands-on experience in the fields of accounting and financial planning.
Administrative assistant responsibilities include:
· Client support: Phone calls, emails, and assist with inquiries
· Manage contacts, draft emails, and other Microsoft Outlook functions
· Receptionist and clerical duties such as filing, scanning, and printing documents
· Letter/email writing and editing
· Tax return assembly and preparation of Form 1099 for clients
· Creating and maintaining company files
· Human resources support and special projects when required
Room to grow and expand responsibilities, including but not limited to:
· Client onboarding and various duties including account opening preparation for financial planning book of business
· Basic bookkeeping - strong knowledge of excel to create spreadsheets
· Client invoicing and credit card processing
Requirements include:
· Strong interpersonal and communication skills (verbal and written)
· Working knowledge of the Microsoft Office 365 (mandatory)
· Ability to work independently as well as part of a team, and interact with staff at all levels
· Exceptional organizational skills and attention to detail
· Highly motivated self-starter
The ideal candidate will also possess:
· Experience in the financial services industry
· Working knowledge of QuickBooks and other accounting software
· Thomson Reuters Practice CS accounting software proficiency
· Experience with Greatland Yearli Premier software program for 1099s (preferred but willing to train)
Employment type: Full-time (with the ability to work on Saturdays during tax season). Part-time for the right candidate
Benefits: Health Insurance/ SIMPLE IRA / Paid Time Off