Administrative Assistant - Accounting

Our 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