Client ServicesAccounting Assistant
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Client Services & Front Desk
Greet clients and visitors in a professional and friendly manner
Answer and direct incoming phone calls and emails
Schedule client appointments and manage calendars
Maintain client records and ensure accurate documentation
Handle incoming and outgoing mail scanning and filing
Accounting & Payroll Support
Assist with data entry and transaction posting in QuickBooks
Support payroll processing and payroll-related reporting
Help prepare invoices billing statements and client reports
Reconcile bank and credit card statements as needed
Organize and maintain financial documents for accountants and CPAs
Administrative Support
Assist with general office administration and organization
Support accountants with special projects and deadlines
Maintain confidentiality of client financial and personal information
Requirements
Previous experience in an accounting bookkeeping or CPA firm environment preferred
Working knowledge of QuickBooks (required)
Basic understanding of accounting principles and payroll processes
Strong customer service and communication skills
Proficiency in Microsoft Office (Excel Word Outlook)
Excellent organizational skills and attention to detail
Ability to manage multiple tasks and prioritize effectively
Preferred Qualifications
Experience with payroll systems and multi-client environments
Associates degree in Accounting Business or related field
Prior client-facing or front desk experience
Benefits
What We Offer
Professional and supportive work environment
Opportunity to gain experience in a CPA firm
Training and growth opportunities
Competitive pay based on experience
Required Skills:
Proven bookkeeping experience Solid understanding of basic bookkeeping and accounting payable/receivable principles Proven ability to calculate post and manage accounting figures and financial records Data entry skills along with a knack for numbers Hands-on experience with spreadsheets and proprietary software Proficiency in English and in MS Office & Quick books software Customer service orientation and negotiation skills High degree of accuracy and attention to detail BS degree in Finance Accounting or Business Administration Preferred
Required Education:
Bachelors in accounting finance or business administration preferred
Company Industry
Accounting
Key Skills
- Invoicing
- Accounting Tally
- Accounting & Finance
- General Ledger Accounting
- Microsoft Excel
- PMP
- Financial Accounting
- Financial Analysis
- Payroll
- Financial Recouncilation
- Financial statement
- ACCA
- CPA
- Financial Reporting
- Bookkeeping
